StreetAccount

InnovAge Holding (INNV) Full SA coverage

Description Website Edgar Filings Sector: Healthcare Industry: Healthcare Services & Facilities Market Cap (USD): 1.43 B

Earnings Profile

Last Earnings Call Transcript
Q4 2026 - 08-Sep-26

Next Earnings Release
10-Nov-26 Post-Mkt (Unconfirmed)

Earnings Central

FactSet Consensus	Current Q1 (Sep)	Next Q2 (Dec)	Current Year	Next Year
EPS	$0.09	$0.10	$0.44	$0.50
Revenue	$257.2M	$262.5M	$1.07B	$1.16B

Portfolios Manage

INNV does not appear in any portfolios.

Today's Move

Themes

Avg Tgt: $12.00	3 est.

Home health

Ticker	Fullname	Price Change
BTSG	BrightSpring Health Services	1.6
AVAH	Aveanna Healthcare Holdings	1.1
CHE	Chemed	0.0
ENSG	Ensign Group	0.0
PNTG	Pennant Group	0.0
INNV	InnovAge Holding	0.0
PACS	PACS Group	(0.0)
OPCH	Option Care Health	(0.1)
ADUS	Addus HomeCare	(0.2)

Upcoming Events

No Future Events Found

Company News Date Range: 100 Days

Filtered by: All

Records Returned: 25
Related Company News

08-Oct-2026 11:50	^UNUSUAL StreetAccount Summary - US unusual volume traders StreetAccount reports stocks trading on unusual volume vs full-day 30-day moving average, without immediately obvious company-specific news Up on unusual volume: 572% - PED (PEDEVCO $13.40, +0.54) +4.2% -- 150K share block 494% - ANL (Adlai Nortye $14.43, +0.38) +2.7% -- three blocks totaling 600K shares 359% - BUUU (BUUU Group Ltd. $38.99, +1.87) +5.0% 307% - MANE (VeraDermics, Inc. $125.81, +14.86) +13.4% -- 52-week high 230% - ADCT (ADC Therapeutics $1.52, +0.10) +7.0% 162% - PERF (Perfect $1.92, +0.01) +0.5% 162% - CD (Chaince Digital Holdings $11.02, +0.87) +8.6% 127% - HLLY (Holley $2.37, +0.01) +0.2% -- 400K share block 124% - GFR (Greenfire Resources $6.17, +0.03) +0.4% 118% - RELX (RELX $34.51, -0.01) 0.0% 113% - ASC (Ardmore Shipping $19.30, +0.82) +4.4% -- 120K share block Down on unusual volume: 407% - LZM (Lifezone Metals $3.39, -0.35) -9.4% -- 1.2M share block 141% - INNV (InnovAge Holding $9.00, -0.14) -1.5% -- two blocks totaling 474K shares 124% - URGN (UroGen Pharma $35.59, -5.11) -12.6% 123% - ING (ING Groep $32.90, -1.02) -3.0% 111% - PHG (Koninklijke Philips $24.01, -0.09) -0.4% 107% - TECH (Bio-Techne $72.47, -0.06) -0.1% -- five blocks totaling 1.2M shares For stocks with no rationale listed, please let us know if you are aware of the reason behind the unusual volume by sending an email to feedback@streetaccount.com. Related: ADCT, ANL, ASC, BUUU, CD, GFR, HLLY, ING, INNV, LZM, MANE, PED, PERF, PHG, RELX, TECH, URGN...(more)	show story hide story
23-Sep-2026 16:54	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished broadly lower and roughly inline overall on Wednesday. Decliners beat advancers by more than 3:1 on the XLV, breadth around worst level of the session. Healthcare (0.65%) vs S&P 500 (0.75%). All major health groups ended lower by (1%) or more on the averages; Biotech an outlier with XBI (4.12%) - worst one-day decline since 2-Jun-2026. Just five modest gainers on the Biotech ETF, which erased all weekly gains and more. Sector newsflow remained very quiet. No specific catalyst identified for the pullback, but rate worries a plausible excuse. An FDA advisory committee for Galleri test for MCED raised questions about efficacy. Shares of GRAL halted throughout; votes on safety, efficacy and benefit-risk later tonight. VEEV +3.8%, outperforming CRM, and ALGN (3.3%) bracketed the XLV, with more modest moves in between. Overnight newsflow fairly quiet with a smattering of sell-side research spread all around the sector. Generic drugmakers, biotechs, diabetes tech, pharmacy, and acute care hospitals among the multitude of initiations. Labcorp reaffirms long-term outlook given at Investor Day earlier this month, commenting on PAMA/CLFS and supportive of the RESULTS Act in Congress. Shares of Grail Inc are halted today for the FDA Advisory Committee meeting (9:00ET to 17:55ET). GRAL +34% week-to-date and +27% year-to-date. Yesterday, Healthcare equities climbed higher overall and outperformed the broader tape. Care providers joined Biotech as key outperformers. Biotech topped the sector for a second-straight day; XBI +2.30% with broad support coming from SMID-caps; large-caps finished more mixed, including AMGN +4.3% on today's Sjogren's data. Labs faced down PAMA implementation after years of advance notice. Macro Bond yield backup (and further bearish flattening) the big story today with 2s earlier above 4.90% (highest in more than two years), 10s back through 5.10% and at new post-2007 highs, and 30s briefly trading at highest yield since 2004. Move triggered by hotter September flash PMIs, which rose to highest levels since 2022 and featured heightened price pressures. Latest Fedspeak also continued to lean hawkish. In addition, oil higher with Brent snapping a five-day losing streak that was largely driven by better Saudi export/SoH transit headlines and diplomacy chatter (which received plenty of scrutiny). However, still concerns about potential US diesel export ban; Politico said WH looking at a 90-day proposal (though administration called it fake news). AI trade largely on the defensive following recent outperformance driven by Muse momentum, which continues to dominate the headlines. Lot of discussion/debate about winners and losers from agentic proliferation. Recent displacement/disruption laggards have put in a mixed performance today. Notable Gainers +3.8% VEEV (Veeva Systems): update on CRM retention; best performer on XLV; shares (5%) MTD and +21% YTD +3.2% ILMN (Illumina): on below average volume +2.7% KLRA (Kailera Therapeutics): best performer on XBI; on 2X avg daily volume +2.0% VKTX (Viking Therapeutics): follow-through, shares were +36% yesterday +1.8% LKFT (Lakefront Biotherapeutics): upgraded at RBC Capital Markets +1.0% BIIB (Biogen): one of five advancers on XBI Notable Decliners -22.2% CGEM (Cullinan Therapeutics): worst performer on XBI; on above average volume; shares were +109% YTD thru Tuesday -15.5% INNV (InnovAge Holding): share offering for holders -11.6% PRME (Prime Medicine): gene-editing weakness with XBI sell-off; Anthropic / CRISPR headlines -7.9% EDIT (Editas Medicine): despite upgrade at Guggenheim -7.4% IMVT (Immunovant): trial results in CLE; ends development -6.8% RLAY (Relay Therapeutics): despite late-day FDA approval of Elevar's LYRFIGTU; Relay eligible for economics -5.6% CMPX (Compass Therapeutics): follow-through, downgraded at Wedbush -5.5% CRSP (CRISPR Therapeutics): gene-editing weakness with XBI sell-off; Anthropic / CRISPR headlines -4.9% ORKA (Oruka Therapeutics): trial results in plaque psoriasis -4.0% IONS (Ionis Pharmaceuticals): trial results in IgAN with Roche -3.3% ALGN (Align Technology): worst performer on XLV; on 1.5X avg daily volume -3.3% ZBH (Zimmer Biomet Holdings): on 1.4X avg daily volume -2.8% NTLA (Intellia Therapeutics): gene-editing weakness with XBI sell-off; Anthropic / CRISPR headlines -2.7% BBNX (Beta Bionics, Inc.): initiation -2.4% LH (Labcorp Holdings): reaffirms L-T outlook and support for RESULTS Act; shares were down (3%) yesterday -2.2% ASTH (Astrana Health): disclosed cybersecurity incident; provides FY26 guidance Veeva Systems announces another biopharma win for Vault CRM Pre-open on Wednesday, VEEV announced that it secured a new Top 20 biopharma commitment, bringing the scoreboard to Veeva 14 - Salesforce 6. Wells Fargo analyst Stan Berenshteyn (overweight VEEV) sees today's update as a clearing event, and the 14 wins is above expectations for a LDD ceiling. Grail Inc shares halted through today's Adcom GRAL shares are halted ahead of today's FDA Advisory Committee review of the PMA for Galleri test in cancer detection. Note: On the eve of the meeting, NEJM published an abstract and an editorial on the early detection of cancer. Immunovant lower following setback in CLE IMVT announced topline results from the proof-of-concept study evaluating IMVT-1402 in cutaneous lupus erythematosus (CLE). Study did not achieve stat sig improvement on its primary endpoint. Company plans to stop development for CLE, but remains focused on '1402 for multiple autoimmune diseases. (ROIV) Labcorp reaffirms LT outlook following CLFS/PAMA volatility LH Via 8-K Reg FD filing, reaffirms long-term outlook 2026-29 it announced at Investor Day in September. Company continues to lobby in favor of the RESULTS Act. Note that shares were down (3%) on Tuesday following CMS issuance of preliminary CLFS for CY27 which implements PAMA impacted payment rates. Ionis Pharma lower following trial results in IgAN ROP.SW announced interim topline results for the phase 3 IMAgINATION study evaluating sefaxersen in adults with primary IgAN. Study met its primary endpoint compared with placebo at 37 weeks, a prespecified interim analysis. Study continues blinded for two years to evaluate kidney function. (IONS) Notable research in Healthcare today Phama: AMRX initiated outperform at Oppenheimer (Les Sulewski), target is $27 or approx. 38% upside. TEVA initiated outperform at Oppenheimer (Les Sulewski), target is $50 or approx. 27% upside. VTRS initiated outperform at Oppenheimer (Les Sulewski), target is $25 or approx. 46% upside. Biotech: EDIT upgraded to buy from neutral at Guggenheim Securities (Debjit Chattopadhyay), target is $5 or approx. 71% upside. (FactSet average PT $5; range $1-8) LKFT upgraded to outperform from sector perform at RBC Capital Markets (Brian Abrahams), firm sees opportunity for gamgertamig in rare autoimmune diseases. Target increased to $45 from $26 or approx. 49% upside. (FactSet average PT $31; range $22-43) CMPX downgraded to neutral from outperform Wedbush Securities (Robert Driscoll), target cut to $1 from $5 or approx. 19% downside. (FactSet average PT $7; range $1-24) ANIP initiated perform at Oppenheimer (Les Sulewski), target is $85 or approx. 9% upside. COLL initiated outperform at Oppenheimer (Les Sulewski), target is $50 or approx. 119% upside. CRMD initiated outperform at Oppenheimer (Les Sulewski), target is $15 or approx. 93% upside. ENTX initiated outperform at LifeSci Capital (Patrick Dolezal), target is $10 or approx. 236% upside. INVA assumed outperform at Oppenheimer (Les Sulewski), target is $35 or approx. 67% upside. MAZE initiated buy at Citi (Eric Joseph), target is $50 or approx. 76% upside. MDGL initiated buy at Citi (Eric Joseph), target is $725 or approx. 40% upside. ORIC initiated buy at BTIG (Jeet Mukherjee), target is $26 or approx. 93% upside. PCRX initiated outperform at Oppenheimer (Les Sulewski), target is $32 or approx. 30% upside. VNDA initiated outperform at Oppenheimer (Les Sulewski), target is $10 or approx. 92% upside. MedTech: BBNX initiated overweight at Wells Fargo Securities (Larry Biegelsen), target is $28 or approx. 23% upside. (FactSet average PT $22; range $16-30) PLSE initiated buy at BTIG (Marie Thibault), target is $70 or approx. 33% upside. (FactSet average PT $51; range $35-73) Services: ARDT initiated market perform at BMO Capital Markets (Sean Dodge), target is $11. CYH initiated market perform at BMO Capital Markets (Sean Dodge), target is $3 or approx. 1% downside. GRDN initiated overweight at KeyBanc (Zach Haggerty), target is $52 or approx. 16% upside. HCA initiated outperform at BMO Capital Markets (Sean Dodge), target is $495 or approx. 13% upside. THC initiated market perform at BMO Capital Markets (Sean Dodge), target is $265 or approx. 1% upside. Post-close news Trial results: ARCT announced interim results from the phase 2 trial of ARCT-810 in OTC deficiency. Conf. call at 16:30ET, as previously scheduled. Shares of ARCT +6.4% in the after-hours Regulatory: GOSS announced the submission of seralutinib NDA for the treatment of PAH. Shares of GOSS +2.0% in the after-hours Litigation: RGNX and UPenn announce settlement agreement with Sarepta Therapeutics (SRPT) regarding patent litigation over Elevidys IP. Sarepta will pay $39M to REGNEXBIO within ten days. All litigation between the parties terminated. Shares of RGNX trading UNCH in the after-hours; SRPT +0.2% Corporate: TBPH Zymeworks (ZYME) completes acquisition of Theravance Biopharma. Deal was announced on 29-Jun-2026. On Deck: Conference (cont.): Bernstein Healthcare Forum (Sep 23-24) (cont.): Stifel Immunology & Inflammation Virtual Forum (Sep 23-24) Regulatory (ongoing): FDA Adcom for GRAL Galleri PMA (9:00-17:55ET) Senate HELP Committee: FDA Commissioner Nomination Hearing (Heidi Overton) (10:30ET) Corporate INFU hosting Investor Update call (14:00ET) Syndicate calendar / IPO pricing Thu 24-Sep (post-close): +ADRX Adarx Pharmaceuticals - S-1A StreetAccount Healthcare Reads In a changed world for cystic fibrosis, a family's fight reveals a new gap in care (23-Sep) Endpoints News Ozempic maker Novo open to upgrading New York listing (23-Sep) FT A private equity-owned hospital chain is becoming a nonprofit. Is it just a bailout for investors? (23-Sep) STAT News US halts Obamacare enrollment for over 760,000 enrollees, claiming fraud (22-Sep) Reuters Former FDA commissioners: Heidi Overton has an opportunity to strengthen the FDA (22-Sep) STAT News (opinion) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ALGN, AMRX, ANIP, ARCT, ARDT, ASTH, BBNX, BIIB, CGEM, CMPX, COLL, CRMD, CRSP, CYH, EDIT, ENTX, GOSS, GRAL, GRDN, HCA, ILMN, IMVT, INFU, INNV, INVA, IONS, KLRA, LH, LKFT, MAZE, MDGL, NTLA, NVO, ORIC, ORKA, PCRX, PLSE, PRME, RGNX, RLAY, ROIV, ROP.SW, SRPT, TBPH, TEVA, THC, VEEV, VKTX, VNDA, VRTX, VTRS, ZBH, ZYME, +ADRX...(more)	show story hide story
23-Sep-2026 09:14	StreetAccount Summary - US Pre-market trading update S&P futures (9.8) to 7822, (0.12%) vs settlement. 10-year yield +4 bps to 4.99%. Nov WTI +$0.69 or +0.76% to $91.21. Trading Higher: *Market cap >$10B* +11.2% IONQ (IonQ, Inc. $45.32, +4.58) -- demonstrates end-to-end real-time quantum error decoder In sympathy: QNT +6.6%, QBTS +5.9%, INFQ +5.4%, QUBT +5.2%, QXL +4.8%, XNDU +4.8%, RGTI +4.6%, LAES +3.4%, IQMX +3.2%, PSQL +2.1% +4.5% CART (Instacart $46.43, +2.02) -- Instacart says it is coming to Muse -- Twitter post +1.8% VG (Venture Global $13.14, +0.23) +1.7% APA (APA Corp. $43.02, +0.72) +1.4% SU (Suncor Energy $67.87, +0.93) +1.4% CVE (Cenovus Energy $31.75, +0.43) +1.3% UMBF (UMB Financial $136.00, +1.79) +1.3% ROL (Rollins $33.29, +0.43) +1.3% OXY (Occidental Petroleum $57.04, +0.73) +1.3% EQT (EQT Corp. $51.45, +0.64) +1.2% CF (CF Industries Holdings $122.03, +1.44) +1.2% XOM (Exxonmobil Holdings $160.56, +1.85) +1.2% TTWO (Take-Two Interactive $207.92, +2.39) +1.1% DINO (HF Sinclair $107.90, +1.21) +1.1% GEHC (GE HealthCare Technologies $67.00, +0.73) -- dividend increase +0.7% GIS (General Mills $35.70, +0.25) -- earnings *Market cap $1B-$10B* +18.7% WOR (Worthington Enterprises $69.94, +11.00) -- earnings +6.6% CBRL (Cracker Barrel $48.49, +3.01) -- earnings +4.3% XTND ($4.14, +0.17) +4.0% GPK (Graphic Packaging $9.95, +0.38) -- JPMorgan upgrade +3.9% FUN (Six Flags Entertainment $12.78, +0.48) -- Jana Partners pushing Six Flags Entertainment to look into selling itself - media report +3.0% AMSC (American Superconductor $32.18, +0.94) +2.8% LKFT (Lakefront Biotherapeutics $31.05, +0.86) -- RBC Capital Markets upgrade +2.6% KMX (CarMax $58.30, +1.46) +2.2% ORIC (Oric Pharmaceuticals $13.80, +0.30) -- BTIG initiates buy +2.1% BBNX (Beta Bionics, Inc. $23.30, +0.49) -- Wells Fargo initiates overweight +2.0% KOS (Kosmos Energy $2.62, +0.05) +1.8% PBF (PBF Energy $72.70, +1.26) +1.7% IONS (Ionis Pharmaceuticals $46.51, +0.76) +1.6% BB (BlackBerry $8.76, +0.14) +1.6% SM (SM Energy $34.47, +0.55) +1.5% AMPL (Amplitude $13.34, +0.20) *Market cap <$1B* +16.2% TLSI (TriSalus Life Sciences $5.73, +0.80) -- FDA 510(k) clearance for TriNav Advance +12.8% RTB (RTB Digital Inc $10.77, +1.22) +9.1% NNBR (NN Inc $3.68, +0.31) -- guidance +8.9% AGPU (Axe Compute $13.60, +1.11) +6.8% EDIT (Editas Medicine $3.12, +0.20) -- Guggenheim Securities upgrade +5.7% SCTX (Scribe Therapeutics, Inc. $29.68, +1.61) +5.7% ARMP (Armata Pharmaceuticals $4.44, +0.24) -- receives $3.7M in additional non-dilutive funding from U.S. Department of War +5.4% CYPH (Cypherpunk Technologies $3.93, +0.20) +4.9% STTK (Shattuck Labs $6.82, +0.32) +3.3% ACIU (AC Immune $2.82, +0.09) -- safety & immunogenicity results at week-100 in Part 1 of VacSYn +3.2% AMPG (AmpliTech Group $3.51, +0.11) Trading Lower: *Market cap >$10B* -7.4% PAYX (Paychex $106.02, -8.51) -- earnings -3.6% BABA (Alibaba Group $112.10, -4.21) -- global infrastructure expansion plans, new AI capabilities -3.5% APP (AppLovin $317.16, -11.57) -2.8% BMNR (Bitmine Immersion Technologies $27.96, -0.80) -2.5% ALB (Albemarle $113.83, -2.97) -2.4% ENTG (Entegris $147.51, -3.60) -2.3% ALAB (Astera Labs $355.23, -8.23) -2.3% TER (Teradyne $389.51, -9.18) -2.0% AMRZ (Amrize $38.22, -0.78) -1.9% DD (DuPont de Nemours $129.33, -2.47) -1.9% MTSI (MACOM Technology $274.43, -5.26) -1.9% COIN (Coinbase $197.19, -3.88) -1.9% KLAC (KLA $184.67, -3.65) -1.8% VICR (Vicor $263.54, -4.80) -1.8% LRCX (Lam Research $305.00, -5.63) -1.7% HOOD (Robinhood Markets $122.17, -2.08) -1.7% NBIS (Nebius Group $232.19, -3.93) -1.6% JHX (James Hardie Industries $26.92, -0.42) -1.6% STX (Seagate Technology $905.48, -14.36) -1.6% UAL (United Airlines $113.38, -1.83) -1.6% AKAM (Akamai Technologies $116.44, -1.90) -1.6% HUT (Hut 8 Corp. $104.89, -1.72) -1.6% CRDO (Credo Technology $189.45, -3.11) -1.6% CRCL (Circle Internet $93.10, -1.49) -0.5% CTAS (Cintas $197.78, -1.02) -- earnings *Market cap $1B-$10B* -13.2% ALKT (Alkami Technology $15.71, -2.38) -9.2% INNV (InnovAge Holding $9.68, -0.98) -- 10M share offering for holders -8.1% VOYG (Voyager Technologies $34.48, -3.05) -- $350M proposed convertible senior notes offering -7.7% ASTH (Astrana Health $32.40, -2.71) -- discloses cybersecurity incident -6.1% IMVT (Immunovant $35.00, -2.29) -- topline results from study of IMVT-1402 in cutaneous lupus erythematosus -4.2% MANU (Manchester United $19.64, -0.87) -- earnings -3.7% KBH (KB Home $46.77, -1.82) -- earnings -2.9% SDGR (Schrödinger $29.80, -0.90) -2.9% ALV (Autoliv $115.27, -3.50) -- Wolfe Research downgrade *Market cap <$1B* -15.1% DCX (Digital Currency X Technology $0.09, -0.02) -13.9% MRNO (Murano Global Investments $0.27, -0.04) -4.7% BRR (Silvia $4.44, -0.22) -4.6% DNA (Ginkgo Bioworks Holdings $8.94, -0.43) -4.1% SWRD (FAVO Capital $2.09, -0.09) -3.8% FWDI (Forward Industries $8.27, -0.33) -- direct offering of ~3.1M shares of common stock priced at $8.00/sh -3.4% BYND (Beyond Meat $11.12, -0.39) -- rulings on post-trial motions in connection with Sonate trademark infringement litigation Metals/mining related lower -- SPDR Materials (XME) (1.00%), copper -0.6% IE -3.2% (preliminary feasibility study for Santa Cruz Copper Project in Arizona), HBM -3.2%, ERO -2.9%, TECK -2.7%, SCCO -2.5%, FCX -2.5%, BHP -2.4%, MT -1.8%, RIO -1.6% Gold/Silver relater lower -- Gold futures (0.9%), silver (1.5%) SCZM -5.5%, SBSW -5.0%, AU -4.7%, HMY -4.5%, VGZ -4.3%, VZLA -4.2%, GFI -4.2%, SVM -4.1%, EXK -4.0%, HYMC -3.9%, DRD -3.7%, AG -3.5%, USAS -3.4%, CDE -3.3% (exploration update for New Afton and Rainy River), NG -3.2%, MUX -3.2%, ASM -3.1%, AUGO -3.1%, AGI -3.0%, ARIS -3.0%, PAAS -2.9%, FSM -2.9%, HL -2.9%, KGC -2.8%, WPM -2.7%, PPTA -2.7%, NEM -2.6%, EGO -2.6%, AEM -2.6%, AYA -2.4%, B -2.3%, IAG -2.3%, EQX -2.2% Click here to view our Gainers & Decliners page Related: ACIU, ADUR, AEM, AG, AGI, AGPU, AKAM, ALAB, ALB, ALKT, ALV, AMPG, AMPL, AMRZ, AMSC, APA, APP, ARIS, ARMP, ASM, ASTH, AU, AUGO, AYA, B, BABA, BB, BBNX, BHP, BMNR, BRR, BYND, CART, CBRL, CDE, CF, COIN, CRC, CRCL, CRDO, CTAS, CVE, CYPH, DCX, DD, DINO, DNA, DRD, EDIT, EGO, ENTG, EQT, EQX, ERO, EXK, FCX, FSM, FUN, FWDI, GEHC, GFI, GIS, GPK, HBM, HL, HMY, HOOD, HUT, HYMC, IAG, IE, IMVT, INFQ, INNV, IONQ, IONS, IQMX, JHX, KBH, KGC, KLAC, KMX, KOS, LAES, LKFT, LRCX, MANU, MRNO, MT, MTSI, MUX, NBIS, NEM, NG, NNBR, ORIC, OXY, PAAS, PAYX, PBF, PPTA, PSQL, QBTS, QNT, QUBT, QXL, RGTI, RIO, RIO.AU, RIO.LN, ROL, RTB, SBSW, SCCO, SCTX, SCZM, SDGR, SM, STX, SU, SVM, SWRD, TECK, TER, TLSI, TTWO, U, UAL, UMBF, USAS, VG, VGZ, VICR, VOYG, VZLA, WOR, WPM, XNDU, XOM, XTND...(more)	show story hide story
23-Sep-2026 08:54	^PRICINGS StreetAccount Summary - US Initial Syndicate recap for 23-Sep Pricings: Secondaries InnovAge Holding (INNV) 10.0M shares (all for holders) priced at $9.25 Expected to price Amaero, Inc. (+AMRO) 7.5M shares Convertibles Voyager Technologies (VOYG) $350.0M offering Other: There are no IPO or notable secondary lock-up expirations. Related: INNV, VOYG, +AMRO	show story hide story
23-Sep-2026 08:17	StreetAccount Summary - US Pre-market trading S&P futures (7.3) to 7824.5, (0.09%) vs settlement. 10-year yield +3 bps to 4.98%. Nov WTI +$0.07 or +0.08% to $90.59. Trading Higher: *Market cap >$10B* +11.8% IONQ (IonQ, Inc. $45.53, +4.79) -- demonstrates end-to-end real-time quantum error decoder In sympathy: QNT +6.4%, QXL +5.6%, INFQ +5.3%, IQMX +5.1%, QBTS +4.9%, RGTI +4.5%, QUBT +4.2%, LAES +2.6%, PSQL +1.8%, XNDU +1.6% +3.6% CART (Instacart $46.01, +1.60) -- Instacart says it is coming to Muse -- Twitter post +1.6% VG (Venture Global $13.12, +0.21) +1.2% RKLB (Rocket Lab $72.81, +0.83) +1.1% TTWO (Take-Two Interactive $207.80, +2.27) +0.7% GIS (General Mills $35.69, +0.24) -- earnings *Market cap $1B-$10B* +15.6% WOR (Worthington Enterprises $68.16, +9.22) -- earnings +8.9% CBRL (Cracker Barrel $49.51, +4.03) -- earnings +3.8% APPN (Appian $38.30, +1.40) +3.4% LKFT (Lakefront Biotherapeutics $31.23, +1.04) -- RBC Capital Markets upgrade +2.9% GPK (Graphic Packaging $9.85, +0.28) -- JPMorgan upgrade +2.4% AMSC (American Superconductor $32.00, +0.76) +2.1% KMX (CarMax $58.05, +1.21) +2.0% BBNX (Beta Bionics, Inc. $23.27, +0.46) -- Wells Fargo initiates overweight +1.6% FUN (Six Flags Entertainment $12.50, +0.20) -- Jana Partners pushing Six Flags Entertainment to look into selling itself - media report +1.6% JMKE (Jersey Mike's Subs $18.71, +0.29) +1.5% MAZE (Maze Therapeutics, Inc. $28.82, +0.44) -- Citi initiates buy +1.5% CRC (California Resources $52.82, +0.79) +1.5% ORIC (Oric Pharmaceuticals $13.70, +0.20) -- BTIG initiates buy *Market cap <$1B* +30.7% GRML (Greenland Mines $18.49, +4.34) +14.6% TLSI (TriSalus Life Sciences $5.65, +0.72) -- FDA 510(k) clearance for TriNav Advance +9.5% NNBR (NN Inc $3.69, +0.32) -- guidance +6.7% EDIT (Editas Medicine $3.12, +0.20) -- Guggenheim Securities upgrade +6.3% RTB (RTB Digital Inc $10.15, +0.60) +4.7% VUZI (Vuzix Corp. $3.10, +0.14) +4.4% AGPU (Axe Compute $13.04, +0.55) +3.8% ARMP (Armata Pharmaceuticals $4.36, +0.16) -- receives $3.7M in additional non-dilutive funding from U.S. Department of War +3.6% GLND (Greenland Energy Co. $2.60, +0.09) +3.6% GLOO (Gloo Holdings $4.95, +0.17) +3.5% CYPH (Cypherpunk Technologies $3.86, +0.13) +3.4% NEOV (NeoVolta $3.47, +0.11) +3.2% SPIR (Spire Global $12.60, +0.39) +3.1% ACIU (AC Immune $2.81, +0.08) -- safety & immunogenicity results at week-100 in Part 1 of VacSYn Trading Lower: *Market cap >$10B* -3.5% APP (AppLovin $317.30, -11.43) -2.8% AKAM (Akamai Technologies $115.00, -3.34) -2.6% P (Everpure $108.00, -2.89) -2.4% ONTO (Onto Innovation $277.06, -6.75) -2.4% BMNR (Bitmine Immersion Technologies $28.07, -0.69) -2.3% CRDO (Credo Technology $188.14, -4.42) -2.3% GLXY (Galaxy Digital, Inc. $26.55, -0.62) -2.2% AMKR (Amkor Technology $53.40, -1.19) -2.2% SWKS (Skyworks Solutions $88.01, -1.95) -2.2% TER (Teradyne $389.96, -8.73) -2.1% CRCL (Circle Internet $92.59, -2.00) -2.1% KLAC (KLA $184.39, -3.93) -2.1% NBIS (Nebius Group $231.13, -4.99) -2.0% LRCX (Lam Research $304.54, -6.09) -2.0% ALB (Albemarle $114.45, -2.35) -2.0% COIN (Coinbase $196.95, -4.12) -1.9% TTMI (TTM Technologies $125.10, -2.37) -1.9% AMAT (Applied Materials $463.70, -8.76) -1.8% HOOD (Robinhood Markets $121.98, -2.27) -1.8% ALAB (Astera Labs $357.00, -6.46) -1.7% STX (Seagate Technology $904.53, -15.31) -1.6% AMRZ (Amrize $38.38, -0.62) -1.5% NVMI (Nova Measuring Instruments $364.51, -5.44) *Market cap $1B-$10B* -8.4% ASTH (Astrana Health $32.15, -2.96) -- discloses cybersecurity incident -7.8% INNV (InnovAge Holding $9.82, -0.83) -- 10M share offering for holders -7.3% VOYG (Voyager Technologies $34.80, -2.73) -- $350M proposed convertible senior notes offering -6.5% ORKA (Oruka Therapeutics $88.37, -6.18) -- week 28 data for ORKA-001 from ongoing EVERLAST-A trial -6.1% IMVT (Immunovant $35.00, -2.29) -- topline results from study of IMVT-1402 in cutaneous lupus erythematosus In sympathy: ROIV -2.9% -3.6% ALV (Autoliv $114.47, -4.30) -- Wolfe Research downgrade -3.2% YOU (Clear Secure $37.80, -1.23) -3.0% KBH (KB Home $47.13, -1.46) -- earnings -3.0% MANU (Manchester United $19.90, -0.61) -- earnings -2.4% DCH (Dauch Corp $5.77, -0.14) -2.2% COHU (Cohu $63.10, -1.44) -2.2% NVTS (Navitas Semiconductor $12.18, -0.28) *Market cap <$1B* -21.7% ZEO (Zeo Energy $0.38, -0.11) -15.5% MRNO (Murano Global Investments $0.27, -0.05) -5.1% DNA (Ginkgo Bioworks Holdings $8.89, -0.48) -5.0% FWDI (Forward Industries $8.17, -0.43) -- direct offering of ~3.1M shares of common stock priced at $8.00/sh -3.7% DFDV (DeFi Development $6.05, -0.23) -3.1% FEAM (5E Advanced Materials $2.85, -0.09) *Metals/mining related lower* TECK -3.4%, IE -3.2% (preliminary feasibility study for Santa Cruz Copper Project in Arizona), TGB -2.8%, ERO -2.6%, FCX -2.5%, HBM -2.1%, SCCO -2.0% *Gold/silver related stocks lower; Gold futures (0.69%), Silver (1.44%)* AU -4.9%, ARIS -4.2%, SVM -3.8%, EXK -3.6%, AG -3.6%, AGI -3.5%, HYMC -3.4%, CDE -3.3% (exploration update for New Afton and Rainy River), MUX -3.3%, SCZM -3.1%, SSRM -3.0%, IAG -3.0%, USAS -3.0%, HL -3.0%, PAAS -3.0%, DC -2.8%, PPTA -2.8%, EQX -2.8%, BTG -2.7%, AYA -2.6%, KGC -2.5%, NEM -2.4%, EGO -2.4%, WPM -2.3%, NG -2.3%, VZLA -2.3%, TFPM -2.2%, B -2.1%, AEM -2.1%, AUGO -1.7%, GOLD -1.6%, ASM -1.5% Click here to view our Gainers & Decliners page Related: ACIU, AEM, AG, AGI, AGPU, AKAM, ALAB, ALB, ALV, AMAT, AMKR, AMRZ, AMSC, APP, APPN, ARIS, ARMP, ASM, ASTH, AU, AUGO, AYA, B, BBNX, BMNR, BTG, CART, CBRL, CDE, COHU, COIN, CRC, CRCL, CRDO, CYPH, DC, DCH, DFDV, DNA, EDIT, EGO, EQX, ERO, EXK, FCX, FEAM, FUN, FWDI, GIS, GLND, GLOO, GLXY, GOLD, GPK, GRML, HBM, HL, HOOD, HYMC, IAG, IE, IMVT, INFQ, INNV, IONQ, IQMX, JMKE, KBH, KGC, KLAC, KMX, LAES, LKFT, LRCX, M, MANU, MAZE, MRNO, MUX, NBIS, NEM, NEOV, NG, NNBR, NVMI, NVTS, ON, ONTO, ORIC, ORKA, P, PAAS, PPTA, PSQL, QBTS, QNT, QUBT, QXL, RGTI, RKLB, ROIV, RTB, SCCO, SCZM, SPIR, SSRM, STX, SVM, SWKS, TECK, TER, TFPM, TGB, TLSI, TTMI, TTWO, USAS, VG, VOYG, VUZI, VZLA, W, WOR, WPM, XNDU, YOU, ZEO...(more)	show story hide story
22-Sep-2026 20:49	INNV InnovAge Holding 10M-share offering (for holders) priced at $9.25/sh ($10.66) Barclays, Goldman Sachs and Wells Fargo Securities are acting as lead book-running managers and representatives of the underwriters for the proposed offering. UBS, William Blair and KeyBanc Capital Markets are acting as book-running managers for the proposed offering. Academy Securities and Ramirez & Co., Inc. are acting as co-managers for the proposed offering. Reference Link: Press release	show story hide story
22-Sep-2026 17:57	StreetAccount Summary - After-hours trading update S&P futures (4.0) to 7827.75, (0.05%) vs settlement Trading Higher: +15.6% WOR (Worthington Enterprises $68.11, +9.17) -- earnings +13.6% TLSI (TriSalus Life Sciences $5.60, +0.67) -- FDA 510(k) clearance for TriNav Advance +6.7% NNBR (NN Inc $3.60, +0.23) -- guidance +3.6% AYTU (Aytu BioPharma $2.31, +0.08) -- earnings Trading Lower: -18.8% BMEA (Biomea Fusion $1.38, -0.32) -- common stock and warrants offering of indeterminate size, expects to release GLP-131 trial results in October vs prior by end of Q3 -10.8% INNV (InnovAge Holding $9.50, -1.16) -- 10M share offering for holders -6.7% VOYG (Voyager Technologies $35.00, -2.53) -- $350M convert Click here to view our Gainers & Decliners page Related: AYTU, BMEA, INNV, NNBR, TLSI, VOYG, WOR...(more)	show story hide story
22-Sep-2026 16:26	StreetAccount Summary - After-hours trading S&P futures (1.0) to 7830.75, (0.01%) vs settlement Trading Higher: +29.6% TLSI (TriSalus Life Sciences $6.39, +1.46) -- FDA 510(k) clearance for TriNav Advance +11.1% WOR (Worthington Enterprises $65.50, +6.56) -- earnings +3.8% DOMO (Huckleberry.ai, Inc. $3.84, +0.14) -- completes sale to PRGS, corporate update Trading Lower: -18.2% BMEA (Biomea Fusion $1.39, -0.31) -- common stock and warrants offering of indeterminate size, expects to release GLP-131 trial results in October vs prior by end of Q3 -9.9% INNV (InnovAge Holding $9.60, -1.06) -- 10M share offering for holders -3.6% SDA (SunCar Technology Group $0.47, -0.02) -- earnings Click here to view our Gainers & Decliners page Related: BMEA, DOMO, INNV, SDA, TLSI, WOR...(more)	show story hide story
22-Sep-2026 16:03	INNV InnovAge Holding announces 10M share offering for holders ($10.66) InnovAge Holding announced the launch of an underwritten public offering of its common stock by investment funds affiliated with Apax Partners and Welsh, Carson, Anderson & Stowe. The Selling Stockholders are offering 10.0M shares of InnovAge's common stock pursuant to a registration statement on Form S-3 filed with the SEC. InnovAge is not offering any shares of common stock in this offering and will not receive any proceeds from the sale of shares by the Selling Stockholders, but will bear the costs associated with the sale of such shares, other than any underwriting discounts and commissions. Barclays, Goldman Sachs and Wells Fargo Securities are acting as joint book-running managers and representatives of the underwriters for the proposed offering. Reference Link: Press release	show story hide story
09-Sep-2026 16:51	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mostly lower and roughly inline overall on Wednesday. Decliners beat advancers by nearly 4:1 on the XLV. Healthcare (0.37%) vs S&P 500 (0.48%). Most major health groups ended lower by around (1%) on the averages, led by Biotech and MedTech; XBI (1.57%). Managed Care group mostly red as well, only CI +0.9% finished higher with an initiation on the tape. Worst moves of the morning session moderated by the close, specifically UNH (1.9%) after speaking pre-open at Wells Fargo Healthcare Conference. UNH traded as low as (6%) soon after the open. High level trajectory of the business remains unchanged from the Q2 print; Optum leaders spoke about ongoing work to grow earnings, margins are their focus for 2027. Company also expects to re-engage in M&A in the coming years. HCA +4.9% and COO (6.2%) bracket ed the XLV; the latter with an important print tonight with focus on the strategic review outcome. Hospital presentations at WFC highlighted earnings resiliency amidst exchange-based headwinds. Elsewhere, sector newsflow still largely concentrated in SMID-cap biotech clinical updates with data in bladder cancer, retinal disease, head-and-neck cancer, and atopic dermatitis. Looking ahead, Conference season accelerates in this Holiday-shortened week with few other catalysts on the calendar. Cooper Companies reports FQ3 after the close today. Macro Defensive tone once again chalked up to continued escalation in kinetic activity in the Middle East (and no diplomatic off-ramps in sight) that pushed oil back to four-month highs (Brent back above $100 a barrel). Rates also a headwind (10Y highest since Oct-23), tabbed in part to oil as well as underwhelming Treasury buyback announcement, with Street expecting more than announced $6B. AI trade somewhat of a mixed bag today after outperforming yesterday. GPT-6/Astra sentiment remains very upbeat, META a big gainer today on recently released Muse consumer AI agent, while also plenty of positive spin surrounding sell-side conference presentations. Broader earnings takeaways mixed to negative with some continued scrutiny surrounding updates out of the consumer staples space. Market still on catalyst watch with August CPI on Friday most important given Fed policy implications. Notable Gainers +32.0% IRD (Opus Genetics): trial results in retinal degeneration +20.7% NAUT (Nautilus Biotechnology): initiation +8.6% PLSE (Pulse Biosciences): initiation +5.7% TNGX (Tango Therapeutics): best performer on XBI; shares +171% YTD +5.2% SRPT (Sarepta Therapeutics): second-best on XBI; shares were (7%) yesterday +4.9% HCA (HCA Healthcare): best performer on XLV; presented at Wells Fargo conference +4.8% INNV (InnovAge Holding): earnings +3.9% CYH (Community Health Systems): sympathy to HCA & THC +3.9% THC (Tenet Healthcare): presented at Wells Fargo conference +3.1% INSM (Insmed): presented at Cantor conference +2.5% ACHC (Acadia Healthcare): sympathy to HCA & THC +2.3% UHS (Universal Health Services): sympathy to HCA & THC Notable Decliners -23.8% BBOT (BridgeBio Oncology Therapeutics): updated clinical data in NSCLC; breast cancer deprioritized; strategic pipeline updates; worst performer on XBI -17.7% TYRA (Tyra Biosciences): trial results in bladder cancer -17.1% EVMN (Evommune): trial results in atopic dermatitis -6.2% COO (The Cooper Cos.): worst performer on XLV; ahead of earnings tonight -6.2% BEAM (Beam Therapeutics): follow-through, shares were down (10%) yesterday -5.5% DYN (Dyne Therapeutics): downgraded at JPMorgan; follow-through, shares were (16%) yesterday -3.4% MRNA (Moderna): second-worst on XLV; shares +360% YTD -3.1% PODD (Insulet): shares (7%) MTD and (52%) YTD Hospitals highlight success of earnings resiliency initiatives Afternoon trading update: HCA +5.2%, ACHC +4.3%, CYH +3.9%, THC +3.9% HCA at Wells Fargo: Q4 growth is expected to improve versus Q3, helped by greater contribution from financial resiliency initiatives and easier y/y comparisons on exchange-related pressure. 2026 pressure from the expiration of enhanced premium tax credits appears concentrated in a relatively small portion of admissions, while the rest of the business is performing near the high end of HCA's long-term 4% to 6% EBITDA growth framework; second-half guidance assumes surgical trends stay soft rather than rebound. THC at Wells Fargo: Hospital earnings resilience in 2026 has depended on offsetting exchange-related headwinds through prior planning, operating efficiencies, and returns from earlier hospital capex, and Tenet is applying the same offset mindset to the following year. Exchange-related coverage disruption has increased uninsured volumes in hospitals, but Tenet expects coverage to improve over time as affected patients find alternatives, while USPI has been largely unaffected and elective surgery demand there has held up better than in hospitals. UnitedHealth trading lower; presented at Wells Fargo pre-open UNH (2.4%) but far from worst levels of the morning, decline approached (6%). Company presented at Wells Fargo Healthcare Conference pre-open (8:00ET), where the CFO said "nothing has changed from the Q2 earnings call". Optimistic for the trajectory. Regarding cost trends seen through Q1, with regard to Q3, durability has not dissipated - see similar momentum out of Q2 into the last two months. All trends pointing in the right direction. Optum leadership commented on the ongoing work to grow earnings - topline growth not a focus for 2027, focus is on earnings and margin improvement next year. CFO also said they expect to re-engage in M&A in the coming years. Trial results in SMID-cap biotech EVMN announced topline results from phase 2B trial evaluating MRGPRX2 antagonist EVO756 in adults with atopic dermatitis did not meet the primary and secondary endpoints over a 12-week treatment period. Company will not advance in AD. IRD announced 3- and 6-month results from the low-dose Cohort 1 of BIRD-1, its ongoing Phase 1/2 clinical trial evaluating OPGx-BEST1 in patients with BEST1-related retinal diseases. Clinically meaningful best-corrected visual acuity improvements in 3 of 5 participants and retinal sensitivity improvements on microperimetry observed in 3 of 4 evaluable participants. PYXS announced updated clinical data from its ongoing phase 1 study evaluating MICVO (PFE) in patients with 2L+ HNSCC. Demonstrated 36% confirmed objective response rate (cORR) and 94% disease control rate (DCR), with clinical activity observed across HPV status and prior-treatment subgroups. Data support advancement of MICVO into a pivotal program in 2L+ R/M HNSCC, with initiation of Phase 3 Headliner™ trial planned for mid-2027. TYRA announced initial results from SURF302, its Phase 2 study evaluating oral dabogratinib in patients with FGFR3-altered low-grade intermediate-risk non-muscle invasive bladder cancer (LG IR NMIBC). 79% ORR and 64% best overall response CR rate with 60 mg QD in combined single and multiple marker lesion patients (n=14), with 100% ORR and 75% best overall response CR rate with 60 mg QD in single marker lesion patients (n=8), supporting planned adjuvant Phase 3 strategy. Notable research in Healthcare today Pharma: NOVN.SW (NVS) downgraded to hold from buy at Deutsche Bank (Emmanuel Papadakis), target cut to CHF120 from CHF140 or approx. 7% upside. (FactSet average PT CHF126; range CHF95-150) NOVN.SW (NVS) initiated sector perform at RBC Capital Markets (Trung Huynh), target is CHF120 or approx. 7% upside. AMRX initiated outperform at Leerink Partners (Daniel Clark), target is $23 or approx. 35% upside. AZN.LN (AZN) initiated outperform at RBC Capital Markets (Trung Huynh), target is 14,500p or approx. 22% upside. GSK.LN (GSK) initiated sector perform at RBC Capital Markets (Trung Huynh), target is 1,975p or approx. 10% upside. ROP.SW initiated outperform at RBC Capital Markets (Trung Huynh), target is CHF400 or approx. 14% upside. SAN.FP (SNY) initiated sector perform at RBC Capital Markets (Trung Huynh), target is €80 or approx. 7% upside. TEVA initiated outperform at Leerink Partners (Daniel Clark), target is $45 or approx. 22% upside. VTRS initiated outperform at Leerink Partners (Daniel Clark), target is $20 or approx. 20% upside. Biotech: DYN downgraded to underweight from neutral at JPMorgan (Tessa Romero), target cut to $10 from $17 or approx. 51% downside. (FactSet average PT $40; range $30-50) SGMT upgraded to overweight from equal weight at Barclays (Eliana Merle), sees further upside in acne market. Target increased to $18 from $8 or approx. 68% upside. (FactSet average PT $29; range $18-56) SMMT upgraded to buy from hold at Jefferies (Faisal Khurshid), notes optimism going into HARMONi-3 PFS data release. Target increased to $25 from $15 or approx. 45% upside. (FactSet average PT $28; range $11-41) ABSI initiated outperform at LifeSci Capital (Rami Katkhuda), target is $16 or approx. 80% upside. AEON initiated buy at Laidlaw & Company (Yale Jen), target is $1.80 or approx. 650% upside. AKTS initiated outperform at Oppenheimer (Jeff Jones), target is $40 or approx. 60% upside. ANIP initiated outperform at Leerink Partners (Daniel Clark), target is $104 or approx. 48% upside. COLL initiated outperform at Leerink Partners (Daniel Clark), target is $45 or approx. 93% upside. COLL assumed buy at Truist (Alexander Xenakis), target is $49 or approx. 110% upside. FTH initiated buy at TD Cowen (Tara Bancroft) HROW initiated outperform at Leerink Partners (Daniel Clark), target is $45 or approx. 19% upside. OBX initiated outperform at William Blair (Sami Corwin) PCRX initiated market perform at Leerink Partners (Daniel Clark), target is $38 or approx. 8% upside PHAT initiated market perform at Leerink Partners (Daniel Clark), target is $10 or approx. 6% upside. SGMT initiated overweight at Cantor Fitzgerald (Yanni Souroutzidis) TLSI initiated buy at HC Wainwright (Swayampakula Ramakanth), target is $11 or approx. 133% upside. MedTech: UBS analyst Doug Schenkel initiates coverage on 25 stocks in the LST&D space. Includes ten (10) buy-rated stocks (GH, GRAL, ILMN, NTRA, RGEN, VCYT, WAT, WST, TMO, DHR), and fifteen (15) neutral ratings (A, AVTR, BRKR, CAI, HTFL, MRVI, MTD, MYGN, PACB, QGEN, RVTY, STVN, TEM, TWST, TXG). Assumed coverage on TMO at buy; prior rating was neutral. Assumed coverage on DHR at buy, maintained. BLCO initiated outperform at Leerink Partners (Daniel Clark), target is $24 or approx. 35% upside. NAUT initiated outperform at Leerink Partners (Puneet Souda), target is $4 or approx. 330% upside. PLSE initiated buy at Freedom Capital (Keith Hinton), target is $73 or approx. 50% upside. (FactSet average PT $45; range $35-58) Managed Care: CI initiated in line at Evercore ISI (Elizabeth Anderson), target is $290 or approx. 5% upside. (FactSet average PT $341; range $297-400) Post-close news Earnings: COO reports fiscal Q3 EPS $1.15 ex-items vs FactSet $1.12 on revenue $1.066B vs FS $1.098B. Updated FY26 guidance and guides Q4 below consensus. Q4 organic growth: CSI +4-6%, CVI (2%) to +0% Concludes strategic review - keeping CSI; Board remains open to all options to create shareholder value Conf. call at 17:00ET Shares trading (15.0%) in the after-hours, ahead of the call. Research: BIIB Stifel analyst Paul Matteis (buy-rated) with deep dive into Lupus ahead of Q4 readout with litifilimab (BIIB059). On Deck: Conferences (cont.): Wells Fargo Healthcare Conference (Sep 8-10) (cont.) Cantor Fitzgerald Global Healthcare Conference (Sep 9-11) (cont.) Citi Back to School Conference (Sep 9-10) (cont.) Goldman Sachs European MedTech and Healthcare Services Conference (Sep 9-10) on Sat 12-Sep: World Conference on Lung Cancer (WCLC) (Sep 12-15) Regulatory on Fri 11-Sep: TLX.AU FDA PDUFA for Pixclara NDA for imaging of gliomas Peek Ahead to next week (Sep 14-20) Conferences: Jefferies Healthcare Services and Technology Conference, H.C. Wainwright Global Investment Conference ,Morgan Stanley Global Healthcare Conference, Deutsche Bank Healthcare Summit Regulatory: EMA CHMP monthly meeting (September 2026); FDA PDUFA for RARE UX111 BLA in Sanfilippo Syndrome; FDA PDUFA for IntraBio (private) Aqneursa sNDA in Ataxia-Telangiectasia (A-T) Corporate: Investor Day OSCR; Investor Day NVST This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: A, ABSI, ACHC, AEON, AKTS, AMRX, ANIP, AVTR, AZN.LN, BBOT, BEAM, BIIB, BLCO, BRKR, CAI, CI, COLL, COO, CYH, DHR, DYN, EVMN, FTH, GH, GRAL, GSK.LN, HCA, HROW, HTFL, ILMN, INNV, INSM, IRD, MRNA, MRVI, MTD, MYGN, NAUT, NOVN.SW, NTRA, OBX, PACB, PCRX, PFE, PHAT, PLSE, PODD, PYXS, QGEN, RGEN, ROP.SW, RVTY, SAN.FP, SGMT, SMMT, SRPT, STVN, TEM, TEVA, THC, TLSI, TLX.AU, TMO, TNGX, TWST, TXG, TYRA, UHS, UNH, VCYT, VTRS, WAT, WST...(more)	show story hide story
09-Sep-2026 09:18	StreetAccount Summary - US Pre-market trading update S&P futures (24.8) to 7655.75, (0.32%) vs settlement. 10-year yield +1 bps to 4.81%. Oct WTI +$2.85 or +3.06% to $95.88. Trading Higher: *Market cap >$10B* +9.7% CHYM (Chime Financial $35.46, +3.15) -- guidance, acquires Stride Bank +5.5% SMMT (Summit Therapeutics $18.23, +0.95) -- Jefferies upgrade +5.3% META (Meta Platforms $646.26, +32.78) -- launches Muse personal AI agent +5.2% SUNB (Sunbelt Rentals $72.95, +3.63) -- earnings +3.2% CF (CF Industries Holdings $138.59, +4.26) +3.0% NET (Cloudflare $292.78, +8.48) +3.0% HUM (Humana $415.20, +12.11) +2.8% MSTR (Strategy $140.36, +3.84) +2.7% DOW (Dow, Inc. $30.38, +0.81) -- considering exiting $20B chemicals JV with Saudi Aramco -- Bloomberg +2.4% AKAM (Akamai Technologies $108.13, +2.52) +2.4% RKLB (Rocket Lab $67.46, +1.59) -- production release of new high-efficiency solar cell +2.2% SHOP (Shopify $137.10, +3.00) +2.1% BMNR (Bitmine Immersion Technologies $25.30, +0.53) +2.1% CRCL (Circle Internet $98.18, +2.00) +2.0% HOOD (Robinhood Markets $119.69, +2.35) -- StoneX initiates buy +2.0% COIN (Coinbase $182.54, +3.60) +1.9% CVS (CVS Health $97.85, +1.78) +1.5% SYY (Sysco $81.04, +1.20) -- guidance; $500M multi-year AI powered efficiency program +1.5% UNH (UnitedHealth Group $406.80, +5.96) -- sells stake in portion of Optum's Florida operations to TPG -- Bloomberg +1.4% VG (Venture Global $14.93, +0.20) *Market cap $1B-$10B* +15.5% SIG (Signet Jewelers $95.51, +12.84) -- earnings +9.8% INNV (InnovAge Holding $11.55, +1.03) -- earnings +8.5% ASO (Academy Sports & Outdoors $48.50, +3.79) -- earnings +6.4% AVO (Mission Produce $13.70, +0.83) -- earnings +6.2% FSLY (Fastly $22.82, +1.33) +4.7% RXO (RXO, Inc. $20.85, +0.93) -- QTD brokerage update +4.5% FIGR (Figure Technology Solutions $40.00, +1.74) -- BofA upgrade +4.0% HAE (Haemonetics $107.00, +4.16) +4.0% CMPS (Compass Pathways $14.60, +0.56) -- topline 52 week results from phase 3 COMP005 trial of COMP350 in treatment-resistant depression +3.8% AYA (Aya Gold & Silver $30.25, +1.10) -- updated PEA for Boumadine +3.5% PURR (Hyperliquid Strategies $12.35, +0.42) +3.3% LAC (Lithium Americas $3.10, +0.10) -- JPMorgan assumes overweight +3.2% HNGE (Hinge Health, Inc. $95.70, +3.01) +3.0% CENX (Century Aluminum $49.40, +1.45) +2.9% ECO (Okeanis Eco Tankers $71.95, +2.00) +2.8% PTRN (Pattern Group $20.22, +0.56) +2.8% AGRO (Adecoagro $12.59, +0.35) +2.5% LINE (Lineage, Inc. $38.81, +0.93) -- Morgan Stanley upgrade +2.4% ASST (Strive $27.80, +0.64) +2.4% JMKE (Jersey Mike's Subs, Inc. $21.33, +0.51) -- earnings +2.2% SANA (Sana Biotechnology $3.53, +0.08) +2.1% SEI (Solaris Energy Infrastructure $65.32, +1.36) +2.1% OI (O-I Glass $6.89, +0.14) +2.0% MXL (MaxLinear $67.84, +1.34) +2.0% ERAS (Erasca $16.60, +0.32) *Market cap <$1B* +295.1% MGN (Megan Holdings Ltd. $0.40, +0.30) +34.0% ODD (Oddity Tech $17.46, +4.44) -- earnings +22.3% IRD (Opus Genetics $5.31, +0.97) -- data from Ph 1/2 clinical trial of OPGx-BEST1 and FDA Type C meeting with potential Ph 3 dosing in 2027 +12.4% MODD (Modular Medical $3.17, +0.35) +10.9% JILL (J.Jill $22.00, +2.16) -- earnings +9.9% CSR (Centerspace $57.92, +5.21) -- all-stock merger with IRT at combined EV of $8.1B +9.5% FBYD (Falcon's Beyond Global $8.83, +0.76) +7.5% RTB (RTB Digital Inc $9.56, +0.67) -- enters SPA for sale of 456.3K shares at $11.13/sh; still progressing on previously disclosed strategic partnership +6.8% CGNT (Cognyte Software $8.79, +0.56) -- earnings +6.5% CAL (Caleres $12.81, +0.78) -- earnings +6.2% SGMT (Sagimet Biosciences $11.37, +0.66) -- Barclays upgrade +6.1% PPIH (Perma-Pipe International Holdings $30.90, +1.79) -- earnings +4.1% GILT (Gilat Satellite Networks $10.35, +0.41) -- $32M award from the U.S. Department of War +3.9% USDE (StablecoinX $7.91, +0.30) +3.8% CYPH (Cypherpunk Technologies $2.73, +0.10) +3.5% SUPX (SuperX AI Technology Ltd $7.78, +0.26) -- new $20M share buyback program +3.3% SHMD (Schmid Group $3.46, +0.11) +3.0% BLDP (Ballard Power Systems $2.44, +0.07) +2.9% VIVO (VivoPower $4.19, +0.12) +2.9% KZIA (Kazia Therapeutics $12.35, +0.34) -- first patient dosed in PNOC035 clinical study evaluating paxalisib +2.7% HSDT (Solana Company $2.30, +0.06) +2.6% BKKT (Bakkt $8.48, +0.22) +2.4% NRC (NRC Health $21.70, +0.51) +2.4% GEMI (Gemini Space Station, Inc. $4.79, +0.11) +2.3% RDCM (RADCOM $10.15, +0.23) -- selected by VNPT to provide service assurance for network in Vietnam *Oil/energy higher -- WTI futures +2.91%* SSL +5.8%, ANNA +4.1%, OBE +3.2%, EQNR +2.8%, NOG +2.6%, KOS +2.4%, CVE +2.4%, WDS +2.4%, WTI +2.3%, APA +2.3%, CRK +2.2%, MPC +2.2%, SM +2.1%, PBF +2.0%, VIST +2.0%, FTI +1.9%, BP +1.8%, RIG +1.7%, PR +1.7%, COP +1.7%, CNQ +1.6%, TTE +1.6%, PTEN +1.6%, HAL +1.6%, PSX +1.5%, NEXT +1.5%, OXY +1.5%, DVN +1.5%, PBR +1.3%, VLO +1.3%, EC +1.2%, SU +1.1% *Gold/silver related stocks higher -- Gold futures +0.16%* GAU +3.1%, OR +2.5%, VZLA +2.5%, SBSW +2.3%, HL +2.2%, EGO +2.1% (first copper-gold concentrate at its Skouries Project), EXK +2.0%, AG +1.9% (drill results), USAS +1.9%, HYMC +1.9%, HMY +1.9%, IAG +1.8%, PAAS +1.8%, CDE +1.8%, AU +1.7%, SSRM +1.7%, BTG +1.7%, AGI +1.6%, SA +1.6%, ASM +1.5%, WPM +1.4%, EQX +1.4%, NEM +1.4%, KGC +1.3%, B +1.2%, AEM +1.2% Trading Lower: *Market cap >$10B* -11.6% CASY (Casey's General Stores $648.17, -85.32) -- earnings -5.1% SAIL (SailPoint $16.88, -0.91) -- earnings -2.5% VMC (Vulcan Materials $251.95, -6.35) -- Wells Fargo downgrade -2.5% EXPE (Expedia Group $267.62, -6.93) -2.3% INTC (Intel $102.09, -2.38) -2.3% IONQ (IonQ, Inc. $39.53, -0.94) -2.2% BKNG (Booking Holdings $176.30, -4.00) -2.0% KMB (Kimberly-Clark $100.82, -2.11) -- comments on recent trends in North American business -2.0% GOOGL (Alphabet $331.48, -6.88) -1.8% TPG (TPG, Inc. $49.97, -0.94) -- President Todd Sisitsky steps down effective immediately -1.7% CRDO (Credo Technology $164.97, -2.78) -1.7% IREN (IREN $46.15, -0.78) -1.7% TER (Teradyne $365.85, -6.21) -1.7% AMAT (Applied Materials $464.85, -7.94) -1.6% AMZN (Amazon.com $252.80, -4.17) *Market cap $1B-$10B* -27.8% TYRA (Tyra Biosciences $19.30, -7.43) -- initial Phase 2 SURF302 results of dabogratinib -19.6% TTAN (ServiceTitan $65.60, -15.98) -- earnings -14.6% TBBK (The Bancorp $55.00, -9.41) -- in reaction to Chyme Financial (CHYM) acquiring Stride Bank -14.2% BRZE (Braze $26.01, -4.30) -- earnings -7.3% TH (Target Hospitality $18.77, -1.48) -- 14.0M-share (for holders) secondary priced at $18.50/share; concurrent repurchase -6.5% BKV (BKV Corp. $25.01, -1.75) -- $400M offering of convertible senior notes due 2031 -5.7% SFD (Smithfield Foods $20.75, -1.26) -- Q3 guidance -5.3% INGM (Ingram Micro $26.88, -1.50) -- 13.1M share offering for holder Platinum Equity priced at $27.25/share -4.4% LIFE (Ethos Technologies $40.18, -1.84) -4.0% DYN (Dyne Therapeutics $19.50, -0.81) -- JPMorgan downgrade -3.4% PAX (Patria Investments $10.82, -0.38) -- BofA downgrade -3.4% CHWY (Chewy, Inc. $22.48, -0.79) -- earnings -3.3% AXTI (AXT Inc $67.24, -2.32) -3.2% LFST (Lifestance Health Group $12.39, -0.41) -- 22.25M share offering for holders and concurrent 2.0M share purchase -3.1% CNL (Collective Mining $16.41, -0.53) -2.9% AEHR (Aehr Test Systems $88.20, -2.59) -2.6% LYFT (Lyft $15.82, -0.42) -- CFO appointment -2.6% YELP (Yelp $20.41, -0.55) -2.6% XE (X-Energy $18.65, -0.50) -- Piper Sandler initiates underweight -2.4% FLNC (Fluence Energy $10.77, -0.27) -- Piper Sandler initiates underweight *Market cap <$1B* -23.3% CRMT (America's Car-Mart $1.91, -0.58) -- earnings -20.8% NNOX (Nano-X Imaging $0.74, -0.19) -- earnings -15.0% GOSS (Gossamer Bio $0.15, -0.03) -- 1:80 reverse split -14.3% MIND (MIND Technology $3.60, -0.60) -- earnings -12.9% PYXS (Pyxis Oncology $3.39, -0.50) -- updated data from Ph 1 monotherapy study of micvotabart pelidotin (MICVO) in 2L+ R/M HNSCC -11.8% ANPA (Rich Sparkle Holdings $2.91, -0.39) -11.7% OCC (Optical Cable $12.10, -1.60) -- earnings -7.9% ZJYL (Jin Medical International $1.86, -0.16) -- enters into a VIE control master acquisition agreement -7.6% EVMN (Evommune $12.08, -1.00) -- EVO756 Phase 2B trial results in moderate-to-severe Atopic dermatitis did not meet primary or secondary endpoints -7.1% SB (Safe Bulkers $8.30, -0.63) -- 12M new share placement at €6.70/share -4.1% RZLT (Rezolute $4.22, -0.18) -- update on FDA review of its Phase 3 sunRIZE study results in congenital hyperinsulinism Click here to view our Gainers & Decliners page Related: AEHR, AEM, AG, AGI, AGRO, AKAM, AMAT, AMZN, ANNA, ANPA, APA, ASM, ASO, ASST, AU, AVO, AXTI, AYA, B, BKKT, BKNG, BKV, BLDP, BMNR, BP, BRZE, BTG, CAL, CASY, CDE, CENX, CF, CGNT, CHWY, CHYM, CMPS, CNL, CNQ, COIN, COP, CRCL, CRDO, CRK, CRMT, CSR, CVE, CVS, CYPH, DOW, DVN, DYN, EC, ECO, EGO, EQNR, EQX, ERAS, EVMN, EXK, EXPE, FBYD, FIGR, FLNC, FSLY, FTI, GAU, GEMI, GILT, GOOGL, GOSS, HAL, HL, HMY, HNGE, HOOD, HSDT, HUM, HYMC, IAG, INGM, INNV, INTC, IONQ, IRD, IREN, JILL, JMKE, KGC, KMB, KOS, KZIA, LAC, LFST, LIFE, LINE, LYFT, META, MGN, MIND, MODD, MPC, MSTR, MXL, NEM, NET, NEXT, NNOX, NOG, NRC, OBE, OCC, ODD, OI, OR, OXY, PAAS, PAX, PBF, PBR, PPIH, PR, PSX, PTEN, PTRN, PURR, PYXS, RDCM, RIG, RKLB, RTB, RXO, RZLT, SA, SAIL, SANA, SB, SBSW, SEI, SFD, SGMT, SHMD, SHOP, SIG, SM, SMMT, SSL, SSRM, SU, SUNB, SUPX, SYY, TBBK, TER, TH, TPG, TTAN, TTE, TYRA, UNH, USAS, USDE, VG, VIST, VIVO, VLO, VMC, VZLA, WDS, WPM, WTI, XE, YELP, ZJYL...(more)	show story hide story
09-Sep-2026 08:52	INNV Transcript Intelligence: InnovAge Holding at Wells Fargo Healthcare Conference ($10.52) Conference Presentation Summary (Presentation Time: 09-Sep-26 08:00 ET): PACE remains the company's core growth platform, with expansion expected to come first from organic center growth under current rules, potentially faster growth if policy becomes more supportive, and possible longer-term extension of the care model to populations upstream of current PACE eligibility. Growing federal and state interest in PACE and management's view that policymakers increasingly see it as a highly integrated model for high-risk dual eligibles are supportive external conditions that could reduce regulatory risk and improve expansion opportunities over time, although policy modernization is still a dependency rather than a completed change. The company is positioning itself to scale through disciplined capital deployment across de novos, acquisitions, joint ventures, and potentially adjacent products, with the objective of building a broader value-based care platform for seniors while improving efficiency and unit economics over time. Recent operating improvement is presented as durable rather than one-off, with more consistent census and revenue growth and meaningfully improved adjusted EBITDA reflecting broader portfolio-wide execution rather than a single market or temporary lever. The integrated payer-provider structure and full-risk PACE model are central to the forward thesis because they give the company unusually direct control over total cost of care, which it believes supports better utilization management, stronger outcomes, and more predictable economics than more fragmented delegated-risk models. AI and technology are being deployed selectively to improve clinical effectiveness, participant experience, and operating efficiency, but the approach remains pragmatic and use-case driven rather than a broad transformational commitment without measured returns. The fragmented PACE market creates a potential strategic advantage for scaled operators, and the company sees its geographic breadth and operating scale as supporting multiple growth paths and making it a likely partner for organizations seeking to expand senior care programs. This summary was created with GenAI, optimized by StreetAccount. Early transcripts may contain phonetic spellings. Reference Link: Transcript	show story hide story
09-Sep-2026 08:27	StreetAccount Summary - US Pre-market trading S&P futures (34.8) to 7645.75, (0.45%) vs settlement. 10-year yield +1 bps to 4.81%. Oct WTI +$2.69 or +2.89% to $95.72. Trading Higher: *Market cap >$10B* +8.9% CHYM (Chime Financial $35.19, +2.88) -- guidance, acquires Stride Bank +4.5% META (Meta Platforms $641.37, +27.89) -- launches Muse personal AI agent +4.5% SUNB (Sunbelt Rentals $72.45, +3.13) -- earnings +4.1% SMMT (Summit Therapeutics $17.98, +0.70) -- Jefferies upgrade +3.0% HUM (Humana $415.00, +11.91) +3.0% DOW (Dow, Inc. $30.45, +0.88) -- considering exiting $20B chemicals JV with Saudi Aramco -- Bloomberg +2.8% MSTR (Strategy $140.29, +3.77) +2.7% NET (Cloudflare $291.84, +7.54) +2.0% RKLB (Rocket Lab $67.22, +1.35) -- production release of new high-efficiency solar cell +2.0% AKAM (Akamai Technologies $107.70, +2.09) +1.8% COIN (Coinbase $182.15, +3.21) +1.8% HOOD (Robinhood Markets $119.40, +2.06) -- StoneX initiates buy +1.7% BMNR (Bitmine Immersion Technologies $25.19, +0.42) +1.7% VG (Venture Global $14.98, +0.25) +1.6% CF (CF Industries Holdings $136.48, +2.15) +1.6% CRCL (Circle Internet $97.68, +1.50) +1.6% CVS (CVS Health $97.59, +1.52) +1.5% AIG (American International Group $75.83, +1.15) *Market cap $1B-$10B* +12.1% ASO (Academy Sports & Outdoors $50.10, +5.39) -- earnings +10.0% SIG (Signet Jewelers $90.94, +8.27) -- earnings +7.4% INNV (InnovAge Holding $11.30, +0.78) -- earnings +6.1% AVO (Mission Produce $13.66, +0.79) -- earnings +5.5% RXO (RXO, Inc. $21.01, +1.09) -- QTD brokerage update +3.9% AYA (Aya Gold & Silver $30.28, +1.13) +3.8% AGRO (Adecoagro $12.71, +0.47) +3.4% ARIS (Aris Mining $20.65, +0.67) +3.4% FSLY (Fastly $22.23, +0.74) +3.3% FIGR (Figure Technology Solutions $39.53, +1.27) -- BofA upgrade +3.0% LAC (Lithium Americas $3.09, +0.09) -- JPMorgan assumes overweight +2.9% PURR (Hyperliquid Strategies $12.27, +0.34) +2.9% CMPS (Compass Pathways $14.45, +0.41) -- topline 52 week results from phase 3 COMP005 trial of COMP350 in treatment-resistant depression +2.7% ECO (Okeanis Eco Tankers $71.83, +1.88) +2.6% MNKD (MannKind $4.27, +0.11) -- licensing and collaboration agreement with Rose Pharma +2.3% SLBT (SL Science Holding Ltd. $2.68, +0.06) +2.1% HNGE (Hinge Health, Inc. $94.60, +1.91) +2.1% GPCR (Structure Therapeutics $41.24, +0.86) +2.1% OI (O-I Glass $6.89, +0.14) +2.0% MNDY (monday.com $85.34, +1.67) +1.9% XNDU (Xanadu Quantum Technologies $9.77, +0.18) +1.8% JMKE (Jersey Mike's Subs, Inc. $21.19, +0.37) -- earnings +0.3% CNM (Core & Main $44.18, +0.12) -- earnings *Market cap <$1B* +29.8% ODD (Oddity Tech $16.90, +3.88) -- earnings +19.1% IRD (Opus Genetics $5.17, +0.83) -- data from Ph 1/2 clinical trial of OPGx-BEST1 and FDA Type C meeting with potential Ph 3 dosing in 2027 +11.0% MODD (Modular Medical $3.13, +0.31) +9.1% JILL (J.Jill $21.65, +1.81) -- earnings +9.1% CGNT (Cognyte Software $8.98, +0.75) -- earnings +7.6% SUPX (SuperX AI Technology Ltd $8.09, +0.57) -- new $20M share buyback program +6.9% CSR (Centerspace $56.37, +3.66) -- Independence Realty Trust and Centerspace (CSR) announce all-stock merger with combined EV of $8.1B +4.9% ZSQR (Z Squared, Inc. $3.24, +0.15) -- completes acquisition of Paradox Data +4.7% SGMT (Sagimet Biosciences $11.21, +0.50) -- Barclays upgrade +4.3% CAL (Caleres $12.55, +0.52) -- earnings +3.8% CYPH (Cypherpunk Technologies $2.73, +0.10) +3.5% BLDP (Ballard Power Systems $2.45, +0.08) +3.4% XTND ($5.70, +0.19) +3.3% RDCM (RADCOM $10.25, +0.33) -- selected by VNPT to provide service assurance for network in Vietnam +3.2% RTB (RTB Digital Inc $9.18, +0.29) -- enters SPA for sale of 456.3K shares at $11.13/sh; still progressing on previously disclosed strategic partnership +3.0% SHMD (Schmid Group $3.45, +0.10) +2.9% VIVO (VivoPower $4.19, +0.12) +2.9% USDE (StablecoinX $7.83, +0.22) +2.7% GILT (Gilat Satellite Networks $10.21, +0.27) -- $32M award from the U.S. Department of War +2.6% KDK (Kodiak AI, Inc. $3.99, +0.10) -- Needham initiates buy *Oil/energy higher; WTI futures +2.73%* OBE +2.3%, KOS +2.1%, PBF +2.0%, SM +1.9%, VAL +1.7%, APA +1.7%, HP +1.7%, CVE +1.7%, SDRL +1.6%, SU +1.6%, OXY +1.5%, PSX +1.5%, VLO +1.3%, DVN +1.2%, CNQ +1.1%, COP +1.1%, XOM +1.1%, MPC +1.0% *Gold/silver related stocks higher; Gold futures +0.12%; Silver (0.33%)* GAU +3.1%, VZLA +2.4%, SA +2.0%, SSRM +1.9%, USAS +1.7%, IAG +1.6%, EGO +1.4% (first copper-gold concentrate at its Skouries Project), EQX +1.4%, PAAS +1.4%, AGI +1.4%, AU +1.3%, KGC +1.2%, NEM +1.1%, B +1.1%, WPM +1.1%, AEM +1.1%, AG +1.0% (drill results) Trading Lower: *Market cap >$10B* -12.3% CASY (Casey's General Stores $643.45, -90.04) -- earnings -4.4% SAIL (SailPoint $17.00, -0.79) -- earnings -2.9% KMB (Kimberly-Clark $99.96, -2.97) -2.4% TECK (Teck Resources $70.26, -1.71) -2.3% GOOGL (Alphabet $330.65, -7.71) -2.3% IONQ (IonQ, Inc. $39.53, -0.94) -2.3% SMTC (Semtech $158.84, -3.78) -2.1% BKNG (Booking Holdings $176.50, -3.80) -2.1% AMAT (Applied Materials $463.04, -9.75) -2.1% BE (Bloom Energy $271.43, -5.79) -2.1% INTC (Intel $102.28, -2.19) -2.1% AMKR (Amkor Technology $49.63, -1.09) -- phase 2 of Arizona Advanced Packaging and Test Campus; expands investment to $12B -2.0% TPG (TPG, Inc. $49.88, -1.03) -- President Todd Sisitsky steps down effective immediately -1.9% ARMK (Aramark $56.51, -1.07) -1.9% VRT (Vertiv Holdings $285.25, -5.58) -1.9% KLAC (KLA $185.47, -3.51) -1.8% IREN (IREN $46.08, -0.85) -1.7% EXPE (Expedia Group $270.00, -4.55) -1.7% VMC (Vulcan Materials $254.00, -4.30) -- Wells Fargo downgrade -1.7% FLEX (Flex $112.40, -1.91) -1.7% CTSH (Cognizant Technology Solutions $58.90, -1.02) -1.7% JHX (James Hardie Industries $29.35, -0.51) -1.6% MRVL (Marvell Technology $221.88, -3.53) -1.6% STX (Seagate Technology $889.95, -14.43) -1.6% VST (Vistra $149.26, -2.46) -- automatic equity shelf of indeterminate amount -1.6% AMZN (Amazon.com $252.82, -4.15) -1.6% ASTS (AST Spacemobile $65.06, -1.06) -1.6% HUT (Hut 8 Corp. $97.94, -1.55) *Market cap $1B-$10B* -33.4% TYRA (Tyra Biosciences $17.80, -8.93) -- initial Phase 2 SURF302 results of dabogratinib -18.6% TTAN (ServiceTitan $66.42, -15.16) -- earnings -14.2% TBBK (The Bancorp $55.27, -9.14) -- in reaction to Chyme Financial (CHYM) acquiring Stride Bank -11.6% BRZE (Braze $26.78, -3.53) -- earnings -7.7% TH (Target Hospitality $18.70, -1.55) -- 13M share offering and concurrent stock repurchase up to $30M -7.0% BKV (BKV Corp. $24.89, -1.87) -- $400M offering of convertible senior notes due 2031 -6.6% INGM (Ingram Micro $26.50, -1.88) -- 13.1M share offering for holder Platinum Equity -5.2% SFD (Smithfield Foods $20.86, -1.15) -- Q3 guidance -5.1% IRT (Independence Realty Trust $15.10, -0.81) -- Independence Realty Trust and Centerspace (CSR) announce all-stock merger with combined EV of $8.1B -4.9% DYN (Dyne Therapeutics $19.31, -1.00) -- JPMorgan downgrade -3.9% LFST (Lifestance Health Group $12.30, -0.50) -- 22.25M share offering for holders and concurrent 2.0M share purchase -3.5% AXTI (AXT Inc $67.12, -2.44) -3.4% SHAZ (SharonAI Holdings $55.65, -1.98) -2.7% XE (X-Energy $18.64, -0.51) -- Piper Sandler initiates underweight -2.7% WRBY (Warby Parker $24.10, -0.66) -2.7% PAX (Patria Investments $10.90, -0.30) -- BofA downgrade -2.6% TE (T1 Energy $4.93, -0.13) -2.6% LYFT (Lyft $15.82, -0.42) -2.6% FORM (FormFactor $106.95, -2.91) -2.6% EOSE (Eos Energy Enterprises $4.19, -0.11) -2.6% AEHR (Aehr Test Systems $88.40, -2.39) -2.5% SMR (NuScale Power $10.90, -0.28) -2.3% WOLF (Wolfspeed $28.22, -0.66) -2.3% ICHR (Ichor Holdings $56.86, -1.31) -2.2% OUST (Ouster $36.66, -0.83) -2.2% YELP (Yelp $20.50, -0.46) -2.2% WLK (Westlake $73.10, -1.65) -- BMO Capital Markets downgrade -2.1% UCTT (Ultra Clean Holdings $74.00, -1.62) -2.1% PENG (Penguin Solutions $50.20, -1.10) -2.1% FRMI (Fermi $5.59, -0.12) -2.0% INFQ (Infleqtion $13.39, -0.27) -2.0% FLNC (Fluence Energy $10.82, -0.22) -- Piper Sandler initiates underweight *Market cap <$1B* -23.7% CRMT (America's Car-Mart $1.90, -0.59) -- earnings -21.4% NNOX (Nano-X Imaging $0.73, -0.20) -- earnings -11.2% OCC (Optical Cable $12.17, -1.53) -- earnings -10.5% PYXS (Pyxis Oncology $3.48, -0.41) -- updated data from Ph 1 monotherapy study of micvotabart pelidotin (MICVO) in 2L+ R/M HNSCC -10.0% MIND (MIND Technology $3.78, -0.42) -- earnings -8.3% EVMN (Evommune $12.00, -1.08) -- EVO756 Phase 2B trial results in moderate-to-severe Atopic dermatitis did not meet primary or secondary endpoints -7.1% SB (Safe Bulkers $8.30, -0.63) -- contemplating a private placement of ~12.0M new shares of common stock -4.9% COOK (Traeger $48.01, -2.48) -3.5% ZJYL (Jin Medical International $1.95, -0.07) -- enters into a VIE control master acquisition agreement -3.2% RZLT (Rezolute $4.26, -0.14) -- update on FDA review of its Phase 3 sunRIZE study results in congenital hyperinsulinism Click here to view our Gainers & Decliners page Related: AEHR, AEM, AG, AGI, AGRO, AIG, AKAM, AMAT, AMKR, AMZN, APA, ARIS, ARMK, ASO, ASTS, AU, AVO, AXTI, AYA, B, BE, BKNG, BKV, BLDP, BMNR, BRZE, CAL, CASY, CF, CGNT, CHYM, CMPS, CNM, CNQ, COIN, COOK, COP, CRCL, CRMT, CSR, CTSH, CVE, CVS, CYPH, DOW, DVN, DYN, ECO, EGO, EOSE, EQX, EVMN, EXPE, FIGR, FLEX, FLNC, FORM, FRMI, FSLY, GAU, GILT, GOOGL, GPCR, HNGE, HOOD, HP, HUM, HUT, IAG, ICHR, INFQ, INGM, INNV, INTC, IONQ, IRD, IREN, IRT, JHX, JILL, JMKE, KDK, KGC, KLAC, KMB, KOS, LAC, LFST, LYFT, META, MIND, MNDY, MNKD, MODD, MPC, MRVL, MSTR, NEM, NET, NNOX, OBE, OCC, ODD, OI, OUST, OXY, PAAS, PAX, PBF, PENG, PSX, PURR, PYXS, RDCM, RKLB, RTB, RXO, RZLT, SA, SAIL, SB, SDRL, SFD, SGMT, SHAZ, SHMD, SIG, SLBT, SM, SMMT, SMR, SMTC, SSRM, STX, SU, SUNB, SUPX, TBBK, TE, TECK, TH, TPG, TTAN, TYRA, UCTT, USAS, USDE, VAL, VG, VIVO, VLO, VMC, VRT, VST, VZLA, WLK, WOLF, WPM, WRBY, XE, XNDU, XOM, XTND, YELP, ZJYL, ZSQR...(more)	show story hide story
09-Sep-2026 08:17	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Morning newsflow mostly concentrated in SMID-cap biotech clinical updates with data in bladder cancer, retinal disease, head-and-neck cancer, and atopic dermatitis. Overnight, HHS announced that acting directors of FDA CBER and FDA CDER were selected to continue in their leadership roles. Both were named acting before the appointment of FDA Commissioner Heidi Overton. Yesterday, Healthcare equities were broadly lower with just three modest gainers on the XLV. Healthcare (2.50%) underperformed by 200bps for its worst day in thirteen months. Disappointment two-fold for Novartis (14%) the leading storyline. Boston Scientific issued profit warning for its previously disclosed cybersecurity incident; and Stryker management at WF Healthcare Conference struck a cautious tone on Q3 trends to date. Looking ahead, Conference season accelerates in this Holiday-shortened week with few other catalysts on the calendar. Cooper Companies reports FQ3 after the close today. Macro S&P futures are down (0.3%) on Wednesday morning. Defensive tone once again chalked up to continued escalation in kinetic activity in the Middle East (and no diplomatic off-ramps in sight) that has pushed Brent back above $100 a barrel. Biggest bullish talking point for stocks right now seems to revolve around the AI compute demand narrative. GPT-6/Astra release continues to reverberate, while Tuesday's tech conference takeaways were also upbeat (including from a monetization standpoint).A couple of high-profile events on tap today with Treasury to provide details on its expanded long-term buybacks (Bessent widely expected to go >$4B) and AAPL holding its product event (foldable iPhone the highlight). Pre-market trading update Trading higher +11.1% INNV earnings +9.3% IRD trial results in bladder cancer; call at 800ET +4.2% SGMT upgraded at Barclays; also initiation +3.7% SMMT upgraded at Jefferies +2.8% HUM on 6K shares +2.4% MNKD enters license agreement for inhaled GLP-1 +2.0% HNGE CEO interview / Morgan Stanley podcast; on 21K shares +1.0% TMO upgraded at UBS (on low volume) +0.2% NVS downgraded at Deutsche Bank; follow-through, ADRs were (14%) yesterday Trading lower -27.6% TYRA trial results in retinal degeneration; call at 800ET -19.8% PYXS trial results in HNSCC; call at 730ET -10.0% EVMN trial results in atopic dermatitis -4.5% DYN downgraded at JPMorgan; follow-through, shares were (16%) yesterday -3.5% LFST share offering for holders Pharma Research: NOVN.SW (NVS) downgraded to hold from buy at Deutsche Bank (Emmanuel Papadakis), target cut to CHF120 from CHF140 or approx. 7% upside. (FactSet average PT CHF126; range CHF95-150) NOVN.SW (NVS) initiated sector perform at RBC Capital Markets (Trung Huynh), target is CHF120 or approx. 7% upside. AMRX initiated outperform at Leerink Partners (Daniel Clark), target is $23 or approx. 35% upside. AZN.LN (AZN) initiated outperform at RBC Capital Markets (Trung Huynh), target is 14,500p or approx. 22% upside. GSK.LN (GSK) initiated sector perform at RBC Capital Markets (Trung Huynh), target is 1,975p or approx. 10% upside. ROP.SW initiated outperform at RBC Capital Markets (Trung Huynh), target is CHF400 or approx. 14% upside. SAN.FP (SNY) initiated sector perform at RBC Capital Markets (Trung Huynh), target is €80 or approx. 7% upside. TEVA initiated outperform at Leerink Partners (Daniel Clark), target is $45 or approx. 22% upside. VTRS initiated outperform at Leerink Partners (Daniel Clark), target is $20 or approx. 20% upside. Biotech Trial results: EVMN announced topline results from phase 2B trial evaluating MRGPRX2 antagonist EVO756 in adults with atopic dermatitis did not meet the primary and secondary endpoints over a 12-week treatment period. Company will not advance in AD. IRD announced 3- and 6-month results from the low-dose Cohort 1 of BIRD-1, its ongoing Phase 1/2 clinical trial evaluating OPGx-BEST1 in patients with BEST1-related retinal diseases. Clinically meaningful best-corrected visual acuity improvements in 3 of 5 participants and retinal sensitivity improvements on microperimetry observed in 3 of 4 evaluable participants. Conf. call at 8:00ET PYXS announced updated clinical data from its ongoing phase 1 study evaluating MICVO (PFE) in patients with 2L+ HNSCC. Demonstrated 36% confirmed objective response rate (cORR) and 94% disease control rate (DCR), with clinical activity observed across HPV status and prior-treatment subgroups. Data support advancement of MICVO into a pivotal program in 2L+ R/M HNSCC, with initiation of Phase 3 Headliner™ trial planned for mid-2027. Conf. call at 7:30ET TYRA announced initial results from SURF302, its Phase 2 study evaluating oral dabogratinib in patients with FGFR3-altered low-grade intermediate-risk non-muscle invasive bladder cancer (LG IR NMIBC). 79% ORR and 64% best overall response CR rate with 60 mg QD in combined single and multiple marker lesion patients (n=14), with 100% ORR and 75% best overall response CR rate with 60 mg QD in single marker lesion patients (n=8), supporting planned adjuvant Phase 3 strategy. Conf. call at 8:00ET Regulatory: HHS announces senior leaders at FDA including Directors of CBER and CDER Jared Seehafer, has been selected to serve as FDA's first Deputy Commissioner for Technology and Artificial Intelligence; Michael Davis has been selected as Director of the Center for Drug Evaluation and Research (CDER); Karim Mikhail has been selected as Director of the Center for Biologics Evaluation and Research (CBER); and Bret Koplow has been selected as Director of the Center for Tobacco Products (CTP) Research: DYN downgraded to underweight from neutral at JPMorgan (Tessa Romero), target cut to $10 from $17 or approx. 51% downside. (FactSet average PT $40; range $30-50) SGMT upgraded to overweight from equal weight at Barclays (Eliana Merle), sees further upside in acne market. Target increased to $18 from $8 or approx. 68% upside. (FactSet average PT $29; range $18-56) SMMT upgraded to buy from hold at Jefferies (Faisal Khurshid), notes optimism going into HARMONi-3 PFS data release. Target increased to $25 from $15 or approx. 45% upside. (FactSet average PT $28; range $11-41) ABSI initiated outperform at LifeSci Capital (Rami Katkhuda), target is $16 or approx. 80% upside. AEON initiated buy at Laidlaw & Company (Yale Jen), target is $1.80 or approx. 650% upside. AKTS initiated outperform at Oppenheimer (Jeff Jones), target is $40 or approx. 60% upside. ANIP initiated outperform at Leerink Partners (Daniel Clark), target is $104 or approx. 48% upside. COLL initiated outperform at Leerink Partners (Daniel Clark), target is $45 or approx. 93% upside. COLL assumed buy at Truist (Alexander Xenakis), target is $49 or approx. 110% upside. FTH initiated buy at TD Cowen (Tara Bancroft) HROW initiated outperform at Leerink Partners (Daniel Clark), target is $45 or approx. 19% upside. OBX initiated outperform at William Blair (Sami Corwin) PCRX initiated market perform at Leerink Partners (Daniel Clark), target is $38 or approx. 8% upside PHAT initiated market perform at Leerink Partners (Daniel Clark), target is $10 or approx. 6% upside. SGMT initiated overweight at Cantor Fitzgerald (Yanni Souroutzidis) TLSI initiated buy at HC Wainwright (Swayampakula Ramakanth), target is $11 or approx. 133% upside. Life Science & MedTech Research: UBS analyst Doug Schenkel initiates coverage on 25 stocks in the LST&D space. Includes ten (10) buy-rated stocks (GH, GRAL, ILMN, NTRA, RGEN, VCYT, WAT, WST, TMO, DHR), and fifteen (15) neutral ratings (A, AVTR, BRKR, CAI, HTFL, MRVI, MTD, MYGN, PACB, QGEN, RVTY, STVN, TEM, TWST, TXG). Assumed coverage on TMO at buy; prior rating was neutral. Assumed coverage on DHR at buy, maintained. BLCO initiated outperform at Leerink Partners (Daniel Clark), target is $24 or approx. 35% upside. NAUT initiated outperform at Leerink Partners (Puneet Souda), target is $4 or approx. 330% upside. PLSE initiated buy at Freedom Capital (Keith Hinton), target is $73 or approx. 50% upside. (FactSet average PT $45; range $35-58) Managed Care Research: CI initiated in line at Evercore ISI (Elizabeth Anderson), target is $290 or approx. 5% upside. (FactSet average PT $341; range $297-400) On Deck: Conference (cont.): ERS 2026 (Sep 5-9) (cont.): EEC 2026 (Sep 5-9) (cont.) Wells Fargo Healthcare Conference (Sep 8-10) Cantor Fitzgerald Global Healthcare Conference (Sep 9-11) Citi Back to School Conference (Sep 9-10) Goldman Sachs European MedTech and Healthcare Services Conference (Sep 9-10) on Sat 12-Sep: World Conference on Lung Cancer (WCLC) (Sep 12-15) Earnings after the close today COO (call at 17:00ET) Regulatory on Fri 11-Sep: TLX.AU FDA PDUFA for Pixclara NDA for imaging of gliomas This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: A, ABSI, AEON, AKTS, AMRX, ANIP, AVTR, AZN.LN, BLCO, BRKR, CAI, CI, COLL, COO, DHR, DYN, EVMN, FTH, GH, GRAL, GSK.LN, HNGE, HROW, HTFL, HUM, ILMN, INNV, IRD, LFST, MNKD, MRVI, MTD, MYGN, NAUT, NOVN.SW, NTRA, NVS, OBX, PACB, PCRX, PFE, PHAT, PLSE, PYXS, QGEN, RGEN, ROP.SW, RVTY, SAN.FP, SGMT, SMMT, STVN, TEM, TEVA, TLSI, TLX.AU, TMO, TWST, TXG, TYRA, VCYT, VTRS, WAT, WST...(more)	show story hide story
08-Sep-2026 19:11	INNV Transcript Intelligence: InnovAge Holding Q4 Earnings Guidance ($10.52 -$0.23) Guidance Summary (Call Time: 08-Sep-26 17:00 ET): Financial InnovAge’s FY27 total revenue is expected to be ~$1.05B to $1.085B. InnovAge’s FY27 adjusted EBITDA is expected to be ~$105M to $115M. InnovAge’s FY27 De Novo losses are expected to be ~$0.4M to $0.8M. Operating & Commercial InnovAge’s FY27 ending census is expected to be ~8,625 to 8,850 participants, representing ~5% to 7.5% census growth. InnovAge’s FY27 member months are expected to be ~100,100 to 100,250. InnovAge expects FY27 census growth to follow its typical seasonal pattern of a strong Q1, a solid Q2, a softer Q3 due to open enrollment competition, and a return to more normalized enrollment in Q4. InnovAge is beginning in FY27 to scale across the organization an AI-enabled consultation engine for frailty and geriatric care and a medication optimization agent. Scheduling, visit types, and documentation across interdisciplinary teams are expected to be expanded and stabilized during FY27 to improve visibility into capacity, productivity, and care delivery patterns and strengthen clinical and compliance oversight. Market & External InnovAge currently expects FY27 Medicare county rate increases, adjusted for the continuing transition to the V28 risk adjustment model, to result in a net rate increase of ~1.5% to 2.0%. InnovAge expects low-single-digit Medicaid rate increases in FY27, with California and Colorado rate outcomes not yet final and FY27 guidance based on current assumptions. Medicare payment rates are expected to move on 1-Jan-27 to a 50/50 blend of the V22 and V28 risk adjustment models as part of CMS’s ongoing transition to V28. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 9/8/2026 07:11:19 PM - Transcript Intelligence: InnovAge Holding Q4 Earnings Themes 9/8/2026 07:11:18 PM - Transcript Intelligence: InnovAge Holding Q4 Earnings Q&A 9/8/2026 04:07:17 PM - InnovAge Holding reports Q4 EPS $0.06 vs FactSet $0.07 [3 est, $0.05-0.09] Reference Link: Transcript	show story hide story
08-Sep-2026 19:11	INNV Transcript Intelligence: InnovAge Holding Q4 Earnings Themes ($10.52 -$0.23) Themes Summary (Call Time: 08-Sep-26 17:00 ET): Market & Business Dynamics: InnovAge presented FY26 as evidence that its turnaround has become more durable, with quality, participant satisfaction, employee engagement, census growth and profitability improving together rather than trading off against each other. The business is entering a less supportive reimbursement backdrop than it enjoyed in FY26, so future performance depends more on execution in enrollment, retention, utilization management and operating consistency. Federal interest in PACE appears to be rising, reflecting broader recognition that the model may address the needs of complex seniors more effectively than many existing care approaches. Strategic Positioning: InnovAge is shifting from a multi-year platform repair phase into a growth phase, with management arguing the company now has the leadership, systems and financial capacity to pursue expansion from a stronger base. The near-term growth priority remains filling and expanding existing centers, while keeping a high bar for de novo development and a disciplined but more active stance toward acquisitions, partnerships and new markets. Management is using technology, data integration and AI as practical operating tools to improve clinical decision support, reduce variation across centers, increase productivity and create more capacity within the existing platform. Even as the company becomes more growth-oriented, management emphasized that compliance, clinical oversight and operational controls will remain the non-negotiable foundation of expansion. What To Watch: Ongoing CMS and CMMI discussions could eventually change either how easily PACE expands within its current framework or whether parts of the model are tested for broader senior populations beyond today's core eligibility base. Final Medicaid rate decisions in California and Colorado remain unsettled, and those outcomes matter disproportionately because those two states account for most of InnovAge's census. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 9/8/2026 07:11:18 PM - Transcript Intelligence: InnovAge Holding Q4 Earnings Q&A 9/8/2026 04:07:17 PM - InnovAge Holding reports Q4 EPS $0.06 vs FactSet $0.07 [3 est, $0.05-0.09] Reference Link: Transcript	show story hide story
08-Sep-2026 19:11	INNV Transcript Intelligence: InnovAge Holding Q4 Earnings Q&A ($10.52 -$0.23) Q&A Summary (Call Time: 08-Sep-26 17:00 ET): 2027 rate assumptions reflect the Medicare county rates and the V28 phase-in, with dementia coding partly offsetting the change for InnovAge’s PACE population; Medicaid assumptions remain less certain because key California and Colorado rates were still not final, but the company views the overall 2027 rate environment as manageable even if less favorable than last year. Growth priorities remain centered on filling existing center capacity and creating more operating capacity within the current footprint, while de novo expansion faces a high bar and M&A is the more attractive external growth path if disciplined opportunities emerge. Margin expansion in 2027 is expected to come from better efficiency in third-party care, internal cost of care, and G&A, consistent with the company’s long-term view that 10%+ adjusted EBITDA margin is sustainable while still supporting care investment. Policy discussions with CMS are focused on easing enrollment and market expansion barriers for PACE and on possible use of the model for Medicare-only adults with functional impairment who are upstream of traditional PACE eligibility, though those adjacency conversations are still early. 2027 guidance assumes a fairly predictable census pattern, with steady growth through most of the year and a typical softer Q3 tied to open-enrollment competition before returning to more normal enrollment in Q4. Most of the clinical functions the company wanted to internalize have already been brought in-house, and the next efficiency opportunity is increasingly seen in targeted AI tools to improve clinical decision support, pharmacy oversight, scheduling, transportation, and capacity utilization. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 9/8/2026 04:07:17 PM - InnovAge Holding reports Q4 EPS $0.06 vs FactSet $0.07 [3 est, $0.05-0.09] Reference Link: Transcript	show story hide story
08-Sep-2026 17:53	StreetAccount Summary - After-hours trading update S&P futures (2.3) to 7678.25, (0.03%) vs settlement Trading Higher: +22.8% ZJYL (Jin Medical International $2.48, +0.46) -- acquisition +12.5% INNV (InnovAge Holding $11.83, +1.31) -- earnings +9.1% CHYM (Chime Financial $35.25, +2.94) -- guidance, acquisition +8.0% PYXS (Pyxis Oncology $4.20, +0.31) -- to host Micvotabart Pelidotin related webcast tomorrow +6.4% AVO (Mission Produce $13.69, +0.82) -- earnings Trading Lower: -20.9% TTAN (ServiceTitan $64.55, -17.03) -- earnings -14.8% GAUZ (Gauzy Ltd. $0.32, -0.06) -- 1-for-20 reverse split -14.5% MIND (MIND Technology $3.59, -0.61) -- earnings -12.7% BRZE (Braze $26.45, -3.86) -- earnings -9.7% CASY (Casey's General Stores $662.00, -71.49) -- earnings -7.2% TH (Target Hospitality $18.80, -1.45) -- 13.0M share offering -5.6% INGM (Ingram Micro $26.80, -1.58) -- 13.1M share offering for holder Platinum Equity -2.9% DYN (Dyne Therapeutics $19.73, -0.58) -- JPMorgan downgrade Click here to view our Gainers & Decliners page Related: AVO, BRZE, CASY, CHYM, DYN, GAUZ, INGM, INNV, MIND, PYXS, TH, TTAN, ZJYL...(more)	show story hide story
08-Sep-2026 16:23	StreetAccount Summary - After-hours trading S&P futures (1.0) to 7679.5, (0.01%) vs settlement Trading Higher: +11.9% CHYM (Chime Financial $36.14, +3.83) -- guidance, acquisition +8.3% INNV (InnovAge Holding $11.39, +0.87) -- earnings +8.0% PYXS (Pyxis Oncology $4.20, +0.31) -- to host Micvotabart Pelidotin related webcast tomorrow +7.2% AVO (Mission Produce $13.80, +0.93) -- earnings Trading Lower: -18.2% TTAN (ServiceTitan $66.70, -14.88) -- earnings -16.7% MIND (MIND Technology $3.50, -0.70) -- earnings -10.3% BRZE (Braze $27.20, -3.11) -- earnings Click here to view our Gainers & Decliners page Related: AVO, BRZE, CHYM, INNV, MIND, PYXS, TTAN...(more)	show story hide story
08-Sep-2026 16:07	INNV InnovAge Holding reports Q4 EPS $0.06 vs FactSet $0.07 [3 est, $0.05-0.09] ($10.52) Reports Q4: Revenue $262.0M vs FactSet $238.3M [3 est, $233.9-246.8M] Adjusted EBITDA $24.3M vs FactSet $18.2M [3 est, $16.7-19.9M] Census of ~8,230 participants compared to 7,740 participants in 2025 Member months of ~96,050 compared to 89,130 in 2025 FY Guidance (Jun 2027): Revenue $1.05B-$1.085B vs FactSet $1.04B [3 est, $1.03-1.06B] Adjusted EBITDA $105M-$115M vs FactSet $96.0M [3 est, $93.5-98.2M] Total member months 101,000-102,500 Reference Link: Press release	show story hide story
21-Aug-2026 19:52	StreetAccount Sector Summary - Healthcare Weekly Recap Friday synopsis: Healthcare equities finished broadly higher on Friday. Advancers beat decliners by 7:1 on the XLV. Healthcare +1.32% vs S&P 500 +0.43%. All major health groups ended higher by 1% or more to outperform the broader tape. After some profit-taking yesterday, Biopharma groups surged higher again, led by MRNA +8.9% and MRK +2.4%. XBI +1.44% and DRG +1.26%, finished the week higher +5.29% and +5.79% respectively. News flow very quiet across the sector. ABT +2.2% reached a key settlement in baby formula litigation; terms viewed as in line with expectations. Some small-cap biotech headlines including over $400M in private placements and Ambros Therapeutics going public via all-stock merger. A weekend PDUFA date for small-cap biotech CAPR (8.0%) remained the only catalyst on the calendar. CDC on Friday reported that weekly US measles cases are back at new highs, up more than double w/w. Macro: A very quiet end to a down trading week with little movement around the major market themes. Momentum trade quiet with some mixed (though not very incremental) updates around major AI narratives (Anthropic IPO valuation, potential Broadcom $60B debt offering, data center backlash). No progress toward any kind of diplomatic resolution to US/Iran war, though latest updates have suggested Trump has little appetite to return to kinetic action, Iran's president called for end of conflict (though he does not hold much sway), while "Economic D-Day" seen as unlikely to include China (which buys 90% of Iranian oil exports) given potential retaliation, further economic pain. Rates weaker again in Friday trading, tabbed in part to latest strong economic data. However, Treasuries yields higher for the week, more than erasing Treasury buyback announcement rally. Rate weakness added to latest scrutiny around debasement trade (gold, bitcoin rallying again, dollar index lowest in three months). Also somewhat of a waiting game ahead of key catalysts next week (Nvidia earnings, Jackson Hole). Notable Gainers on Friday: +102.6% HOWL (Werewolf Therapeutics): microcap; all-stock merger with Ambros Therapeutics; private placement ($150M) +15.4% SLS (SELLAS Life Sciences Group, Inc.): best performer on XBI; ~2X avg volume +9.2% ABUS (Arbutus Biopharma Corp.): share repurchase / tender offer +9.1% TEM (Tempus AI): follow-through; on nearly 3X average volume +8.9% MRNA (Moderna): follow-through; best performer on XLV +7.3% TGTX (TG Therapeutics): Betaville comments, we're told +6.2% NVAX (Novavax, Inc.): follow-through +5.9% SMMT (Summit Therapeutics): sympathy to ABBV/RemeGen +5.6% HCA (HCA Healthcare): second-best on XLV; on above average volume +2.4% MRK (Merck): follow-through +2.2% INNV (InnovAge Holding): upgraded at Keybanc +2.2% ABT (Abbott Labs): litigation settlement (infant formula) Notable Decliners on Friday: -8.0% CAPR (Capricor Therapeutics): worst performer on XBI; PDUFA is on Saturday -7.8% IOVA (Iovance Biotherapeutics): shares remain +19% for the week -3.2% PGEN (Precigen): off 52-week high, shares remain +18% for the week -1.1% RVMD (Revolution Medicines): Favus comments, we're told; Bernstein also commented on fair valuation -1.0% VEEV (Veeva Systems): worst performer on XLV; on light volume Week in Review: Healthcare equities outperformed for the week. The S&P 500 Healthcare Index up +4.30% vs the S&P 500 Index down (1.43%). Outperformers: Pharma, Biotech, MedTech, Services Underperformers: Managed Care Most major health groups were up mid-single digits on the week, each fueled in one way or another by a planned interim analysis of the phase 3 INTerpath-001 trial evaluating mRNA-4157 in combination with Keytruda in patients with melanoma. Wednesday's readout by Moderna and Merck resulted in over $73B in market-cap gains combined for the personalized cancer vaccine partners. The mRNA platform seen as de-risked again, for the first time outside of respiratory disease. Detailed data for the melanoma indication are expected in October, and topline results for larger indications such as lung cancer later this year. Beyond the biopharma read-throughs, mRNA supply chain and life science tools stocks saw their patience rewarded this week, boosting the MedTech group higher overall, and more than offsetting continued weakness in the medical device subgroup, where HIX enrollment changes remain a headwind. LST also boosted by the AI trade after Anthropic mentioned Twist Biosciences among its collaborators. Managed Care stocks were the lone decliner this week, largely a source of funds for the growth and risk-on trade. The White House named a current domestic policy aide as the next FDA Commissioner, and the measles outbreak continued to accelerate with the largest number of new cases this week. The Ebola outbreak in Congo now spread to an area bigger than France, and growing exponentially said the UN Coordinator on Ebola. Year-to-date, Healthcare +12.60% vs the S&P 500 +12.11%. Healthcare fifth out of eleven major sectors in CY26. Energy +41.24% and Utilities (0.23%) bracket them all. Notable movers for the week: Gainers: MRNA +129.2% - trial results in melanoma; upgrades; best performer on XLV and XBI AMLX +78.7% - trial results in post-bariatric hypoglycemia (PBH); secondary offering ARCT +63.4% - sympathy to MRNA (mRNA vaccine) MRVI +51.6% - sympathy to MRNA (mRNA supplier) TEM +39.5% - sympathy to MRNA via pending acquisition of PSNL PSNL +30.9% - sympathy to MRNA (genomic testing for cancer vaccines); deal stock / pending acquisition by TEM BNTX +25.2% - sympathy to MRNA (mRNA vaccine) TWST +22.8% - Anthropic blog post on protein design names Twist an external evaluator ARGX +22.1% - trial results in autoimmune myositis CAI +20.5% - sympathy to MRNA (LST subgroup) HIMS +20.0% - reaction to Heidi Overton appointment for FDA Commissioner HAE +19.8% - supply agreement with CSL.AU GRAL +17.2% - higher all five days; best week in 9 months TXG +16.1% - sympathy to TWST / Anthropic ILMN +14.9% - sympathy to TWST / Anthropic MRK +12.3% - trial results in melanoma; upgrade; downgrade TGTX +11.3% - Betaville comments on M&A CRSP +11.1% - gene editing squeeze higher with XBI rally NVAX +11.1% - sympathy to MRNA (vaccine adjuvants) IQV +9.8% - sympathy to TWST / Anthropic HALO +9.6% - sympathy to ARGX RGEN +8.6% - sympathy to MRNA (bioprocessing) VRTX +8.4% - 52W / all-time high DHR +8.1% - sympathy to MRNA (bioprocessing) Decliners: EYPT (63.9%) - trial results in wet AMD ALGN (10.3%) - July ortho data from Piper Sandler; worst performer on XLV; worst week since Aug 2025 MOH (5.7%) - follows +8% prior week; sympathy to CNC; MCO weakness on sector rotation CVS (4.3%) - sympathy to CNC; MCO weakness on sector rotation ISRG (4.0%) - West Coast Bus Trip comments; Piper Sandler defends on weakness CNC (3.6%) - CFO to retire; announced replacement; MCO weakness on sector rotation RARE (2.5%) - despite FDA approval of GENGLYCOS gene therapy for GSDIa Week Ahead (Sat - Sun): Aug 22 - 30 Regulatory calendar Sat 22-Aug: CAPR FDA PDUFA for deramiocel BLA for cardiomyopathy in DMD patients Tue 25-Aug: JAZZ FDA PDUFA for Ziihera sBLA for gastric cancers (RPRX, ZYME) Thu 27-Aug: GILD FDA PDUFA for BIC/LEN NDA (single-tablet bictegravir 75 mg/lenacapavir 50 mg) for treatment of HIV; AZN FDA PDUFA for camizestrant NDA in 1L HER2- breast cancer with ESR1 mutation (estimated, following 3-month extension announced 27-May; brand name ETCAMAH in EU) (OLMA, ROP.SW) Sun 30-Aug: 6446.TT (PharmaEssentia) FDA PDUFA for Besremi sNDA for Essential Thrombocythemia (ET) during August 2026: TAK FDA PDUFA for rusfertide NDA for polycythemia vera (PV) (PTGX, RPRX, ZEAL.DC) Earnings calendar Wed 26-Aug: after A (Agilent) (call at 16:30ET) Thu 27-Aug: before HQY (call at 8:30ET) Conference calendar Fri 28-Aug: European Society of Cardiology (ESC) 2026 (Aug 28-31) Related: 6446.TT, A, ABT, ABUS, ALGN, AMLX, ARCT, ARGX, AZN, BNTX, CAI, CAPR, CNC, CRSP, CVS, DHR, EYPT, GILD, GRAL, HAE, HALO, HCA, HIMS, HOWL, HQY, ILMN, INNV, IOVA, IQV, ISRG, JAZZ, MOH, MRK, MRNA, MRVI, NVAX, OLMA, PGEN, PSNL, PTGX, RARE, RGEN, ROP.SW, RPRX, RVMD, SLS, SMMT, TAK, TEM, TGTX, TWST, TXG, VEEV, VRTX, ZEAL.DC, ZYME, +AMBX...(more)	show story hide story
21-Aug-2026 09:12	StreetAccount Summary - US Pre-market trading update S&P futures +38.3 to 7700.75, +0.50% vs settlement. 10-year yield +1 bps to 4.71%. Oct WTI +$0.05 or +0.06% to $86.88. Trading Higher: *Market cap >$10B* +7.6% ROST (Ross Stores $246.40, +17.41) -- earnings +5.4% SMTC (Semtech $131.57, +6.69) -- BMO Capital Markets initiates outperform +5.4% BEKE (KE Holdings $17.90, +0.91) -- earnings +4.7% UI (Ubiquiti $601.00, +27.13) -- earnings +3.7% ALB (Albemarle $139.16, +4.97) +3.3% HUT (Hut 8 Corp. $91.59, +2.94) +3.1% FTAI (FTAI Aviation Ltd. $203.99, +6.18) +3.1% MTZ (MasTec $280.17, +8.31) +2.9% ENTG (Entegris $148.80, +4.17) +2.9% DKNG (DraftKings $25.75, +0.72) +2.9% SITM (SiTime $616.06, +17.25) +2.8% BWXT (BWX Technologies $160.80, +4.36) +2.7% MTSI (MACOM Technology $273.49, +7.31) -- BMO Capital Markets initiates market perform +2.5% COHR (Coherent $297.39, +7.36) +2.5% TTMI (TTM Technologies $117.25, +2.87) +2.5% BE (Bloom Energy $207.50, +5.02) +2.4% STRL (Sterling Infrastructure $532.77, +12.24) -- DA Davidson initiates buy +2.4% AMKR (Amkor Technology $52.08, +1.22) +2.3% KKR (KKR & Co. $109.50, +2.48) +2.3% ELAN (Elanco Animal Health $24.10, +0.54) +2.2% LRCX (Lam Research $317.23, +6.70) +2.2% JHX (James Hardie Industries $30.69, +0.66) -- to sell its sustainable walling and flooring solutions business Fermacell in Europe to Holcim for €840M (~$980M) +2.2% WYNN (Wynn Resorts $101.75, +2.15) +2.1% GLW (Corning $154.60, +3.15) +2.0% AAOI (Applied Optoelectronics $131.70, +2.60) *Market cap $1B-$10B* +6.3% INNV (InnovAge Holding $11.40, +0.68) -- KeyBanc upgrade +5.5% BKE (Buckle $45.00, +2.36) -- earnings +5.0% KEEL (Keel Infrastructure $3.54, +0.17) +4.6% ZYME (Zymeworks $27.80, +1.23) +4.3% BKD (Brookdale Senior Living $12.32, +0.51) +4.2% UUUU (Energy Fuels $14.48, +0.58) +4.2% FCEL (FuelCell Energy $19.13, +0.77) +4.1% AXTI (AXT Inc $76.15, +3.03) +4.1% LUNR (Intuitive Machines $18.66, +0.73) +4.1% AEHR (Aehr Test Systems $110.29, +4.32) +4.0% ABSI (Absci Corp. $9.65, +0.37) +4.0% NUVB (Nuvation Bio $7.10, +0.27) -- Cantor Fitzgerald initiates overweight +3.9% SGML (Sigma Lithium $11.15, +0.42) +3.9% UEC (Uranium Energy $11.58, +0.43) +3.7% SANA (Sana Biotechnology $3.88, +0.14) +3.7% OUST (Ouster $39.35, +1.40) +3.6% NXE (NexGen Energy $10.59, +0.37) +3.2% PSN (Parsons $47.54, +1.48) -- Baird upgrade *Market cap <$1B* +134.2% HOWL (Werewolf Therapeutics $1.01, +0.58) -- asset purchase agreement with EMD Serono Research & Development Institute +16.6% LGO (Largo Inc. $0.75, +0.11) +13.4% CYPH (Cypherpunk Technologies $1.35, +0.16) +9.4% ABUS (Arbutus Biopharma Corp. $5.22, +0.45) -- to repurchase up to $230M of common shares +8.3% IDR (Idaho Strategic Resources $33.70, +2.58) +7.4% OI (O-I Glass $6.86, +0.48) -- Citi upgrade +7.1% IHRT (iHeartMedia $3.10, +0.21) +6.2% LZM (Lifezone Metals $4.31, +0.25) +5.7% HSHP (Himalaya Shipping $16.80, +0.90) +5.1% OGG (Osisko Gold Group Inc. $3.08, +0.15) -- amendment to $450M Appian credit facility, satisfaction of key technical conditions at the Cariboo gold project *Bitcoin/crypto related stock rally continues -- Bitcoin futures (BTC00) +6.11%* ASST +9.5%, BTDR +8.1%, MSTR +7.9%, FWDI +7.0%, MARA +6.0%, HOOD +5.1%, COIN +5.0%, BKKT +4.8%, CLSK +4.7%, RIOT +3.3% *Gold/silver related stocks higher -- Gold futures +1.33%* SBSW +8.2%, DRD +6.2%, GFI +6.0%, HMY +5.8%, HYMC +5.0%, USAS +4.6%, SKE +4.5%, NG +3.8%, EGO +3.7% (Jefferies initiates buy), PPTA +3.5%, SA +3.4%, ASM +3.3%, AG +3.3%, TFPM +3.3%, IAG +3.1% (Jefferies initiates buy), AGI +3.1%, FSM +3.0%, MUX +3.0%, EQX +2.9%, CDE +2.7%, RGLD +2.7%, HL +2.6% (Jefferies initiates hold), KGC +2.4%, WPM +2.3%, B +2.3%, NEM +2.3%, PAAS +2.2%, AEM +2.2%, FNV +2.0% *Metal/mining stocks higher -- China Internet ETF (KWEB) +1.01%* FCX +4.2%, ERO +3.9%, TGB +3.9%, SCCO +3.8%, HBM +3.7%, CLF +3.4%, TECK +3.3%, MT +2.8%, AA +2.7%, BHP +2.1% Trading Lower: *Market cap >$10B* -1.5% TSN (Tyson Foods $57.55, -0.85) *Market cap $1B-$10B* -8.3% OSIS (OSI Systems $200.00, -18.09) -- earnings -3.4% AVAH (Aveanna Healthcare Holdings $12.53, -0.44) -- 15M share offering for holders -3.0% FLO (Flowers Foods $6.89, -0.21) -- earnings -2.4% CLVT (Clarivate $2.02, -0.05) -1.6% ACHC (Acadia Healthcare $26.54, -0.43) -1.4% ENR (Energizer Holdings $20.69, -0.30) *Market cap <$1B* -16.0% DFNS (T3 Defense $20.49, -3.91) -12.6% BRLS (Borealis Foods $1.53, -0.22) -7.5% ZSTK (ZeroStack Corp. $5.45, -0.44) -5.8% BNAI (Brand Engagement Network $14.36, -0.88) Click here to view our Gainers & Decliners page Related: AA, AAOI, ABSI, ABUS, ACHC, AEHR, AEM, AG, AGI, ALB, AMKR, ASM, ASST, AVAH, AXTI, B, BE, BEKE, BHP, BKD, BKE, BKKT, BNAI, BRLS, BTDR, BWXT, CDE, CLF, CLSK, CLVT, COHR, COIN, CYPH, DFNS, DKNG, DRD, EGO, ELAN, ENR, ENTG, EQX, ERO, FCEL, FCX, FLO, FNV, FSM, FTAI, FWDI, GFI, GLW, HBM, HL, HMY, HOOD, HOWL, HSHP, HUT, HYMC, IAG, IDR, IHRT, INNV, JHX, KEEL, KGC, KKR, LGO, LRCX, LUNR, LZM, MARA, MSTR, MT, MTSI, MTZ, MUX, NEM, NG, NUVB, NXE, OGG, OI, ON, OSIS, OUST, PAAS, PPTA, PSN, RGLD, RIOT, ROST, SA, SANA, SBSW, SCCO, SGML, SITM, SKE, SMTC, STRL, TECK, TFPM, TGB, TSN, TTMI, UEC, UI, USAS, UUUU, WPM, WYNN, ZSTK, ZYME...(more)	show story hide story
21-Aug-2026 08:52	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Very quiet overnight across the Health sector. Abbott Labs reached a key settlement in baby formula litigation; terms viewed as in line with expectations. Shares of ABT unchanged in the pre-market. Some small-cap biotech headlines including over $400M in private placements and Ambros Therapeutics going public via merger. A weekend PDUFA date for small-cap biotech Capricor Therapeutics the only remaining item on the calendar this week. Heading into the catalyst, shares of CAPR are +78% MTD and (76%) YTD. Story of the week remains the Moderna-Merck trial results in melanoma, which fueled the biotech rally on Wednesday - and Life Science rally on Thursday. DRG, XBI, and the life science tools subgroup are all on track for around 4% weekly gains. Macro S&P futures are up +0.5% on Friday morning. Quiet end to a fairly volatile week. Debasement trade remains a key area of focus with all of the skepticism surrounding ability of Treasury's buyback boost to offset the more structural forces putting upward pressure on long-term yields. Lots of moving pieces surrounding the US-Iran conflict with the lack of kinetic escalation and improved SoH transit dynamics the positives while also skepticism about US's ability to inflict more economic pain without the risk of negative spillover effects for the US/global economy, and relations with China. AI headlines continue to revolve around the upcoming Anthropic IPO, financing deals and data center backlash, the latter of which was flagged as one of the potential overhangs amid the Tues-Wed momentum selloff. Pre-market trading update Trading higher +134.0% HOWL microcap; all-stock merger with Ambros Therapeutics; private placement ($150M) +12.5% GOSS private placement ($250M) +10.1% ABUS share repurchase (tender offer) +5.0% INNV upgraded at Keybanc +3.2% NUVB initiation +1.7% TNDM initiation +1.0% CAPR ahead of Saturday PDUFA goal date +0.1% ABT litigation settlement (infant formula) Trading lower -6.0% AVAH secondary offering for holders, priced -2.4% TEM on 134K shares Biotech Private placement: GOSS announced a $250M private placement ($150M committed) to fund seralutinib development. Together with existing cash expects operations funded into 2028. Merger with private placement: Ambros Therapeutics and Werewolf Therapeutics (HOWL) announced they have entered into an all-stock merger agreement, and a concurrent $150M private placement. Combined company will focus on Ambros' neridronate program for CRPS type 1, and ticker will change to "AMBX". Cash runway into H1 of 2029. Regulatory: BIIB FDA approved an efficacy supplement (sNDA) for Empaveli. Agency says only 'efficacy-labeling change with clinical data' - an updated label is not yet available on the FDA website. Research: FTH initiated buy at Needham (Gil Blum), target is $56 or approx. 74% upside. IMA initiated buy at HC Wainwright (Arthur He), target is $28 or approx. 399% upside. NUVB initiated overweight at Cantor Fitzgerald (Li Watsek), target is $12 or approx. 73% upside. AMRN reinstated underweight at JPMorgan (Jessica Fye), target is $13 or approx. 8% downside. EBS reinstated underweight at JPMorgan (Jessica Fye) IMCR reinstated overweight at JPMorgan (Jessica Fye), target is $50 or approx. 38% upside. MBX reinstated overweight at JPMorgan (Jessica Fye), target is $88 or approx. 33% upside. NKTR reinstated neutral at JPMorgan (Jessica Fye), target is $65 or approx. 13% downside. STOK reinstated overweight at JPMorgan (Jessica Fye), target is $40 or approx. 27% upside. Life Science & MedTech Corporate / litigation: ABT announced a settlement of a portion of NEC-formula cases, including the Gill case and claims involving ~2000 other individuals, for an aggregate payment of $670M. Quick take: Still some outstanding suits and work to do, but analysts view the terms as in line with expectations, and the marginal cost per claim favorable compared to the landmark Gill, and to the JNJ talc proposal. Per the notes reviewed, most see an ultimate resolution in the range of $1.0-1.3B. Leerink sees settlement incrementally de-risking for ABT. Research: HCAT downgraded to hold from buy at Canaccord Genuity (Richard Close), target cut to $1.80 from $3. BBNX initiated market perform at William Blair (Steven Lichtman) TNDM initiated outperform at William Blair (Steven Lichtman) Services & Hospitals Secondary offering: AVAH announced 15M share offering for holders, with an option for another 2.3M shares. The 15M share offering later priced at $11.75/share, or (9.4%) below Thursday's close of $12.97. On Deck: Regulatory on Sat 22-Aug: CAPR FDA PDUFA for deramiocel BLA as treatment for cardiomyopathy in patients with Duchenne Muscular Dystrophy (DMD). Note: Negative FDA Adcomm on 29-Jul. Note x2: Management commented on 13-Aug that extension was possibility, based on BLA amendment and upper limb function in patients with DMD indication. Peek Ahead to next week (Aug 23-30) Regulatory: JAZZ FDA PDUFA for Ziihera sBLA for gastric cancers on Tue 25-Aug GILD FDA PDUFA for single-tablet bictegravir 75 mg/lenacapavir 50 mg NDA for treatment of HIV on Thu 27-Aug Earnings: Agilent (A) fiscal Q3 report on Wed 26-Aug (call at 16:30ET) Conference: European Society of Cardiology (ESC) 2026 (Aug 28-31) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: A, ABT, ABUS, AMRN, AVAH, BBNX, BIIB, CAPR, EBS, FTH, GILD, GOSS, HCAT, HOWL, IMA, IMCR, INNV, JAZZ, MBX, NKTR, NUVB, STOK, TEM, TNDM, +AMBX...(more)	show story hide story
21-Aug-2026 08:17	StreetAccount Summary - US Pre-market trading S&P futures +31.0 to 7693.5, +0.40% vs settlement. 10-year yield (1) bps to 4.69%. Oct WTI +$0.14 or +0.16% to $86.97. Trading Higher: *Market cap >$10B* +7.4% ROST (Ross Stores $245.92, +16.93) -- earnings +5.2% BEKE (KE Holdings $17.88, +0.89) -- earnings +4.8% SMTC (Semtech $130.82, +5.94) -- BMO Capital Markets initiates outperform +3.8% ALB (Albemarle $139.30, +5.11) +3.7% ENTG (Entegris $149.94, +5.31) +3.4% HUT (Hut 8 Corp. $91.70, +3.05) +2.9% NBIS (Nebius Group $226.45, +6.34) +2.6% QNT (Quantinuum $56.33, +1.43) +2.5% CCJ (Cameco $97.94, +2.35) +2.4% COHR (Coherent $297.00, +6.97) +2.4% BJ (BJ's Wholesale Club $93.45, +2.15) -- earnings +2.4% ALAB (Astera Labs $297.50, +6.98) +2.3% ASTS (AST Spacemobile $66.58, +1.52) +2.3% BE (Bloom Energy $207.10, +4.62) +2.2% FPS (Forgent Power Solutions $34.10, +0.74) +2.1% AAOI (Applied Optoelectronics $131.80, +2.70) +2.1% AMKR (Amkor Technology $51.93, +1.07) +2.1% CRWV (CoreWeave $91.65, +1.89) +2.1% DKNG (DraftKings $25.55, +0.52) +2.1% ON (onsemi $76.25, +1.54) +2.1% TTMI (TTM Technologies $116.73, +2.35) +2.0% CLS (Celestica $308.00, +6.00) +2.0% BWXT (BWX Technologies $159.50, +3.06) +1.9% LRCX (Lam Research $316.45, +5.92) +1.9% KTOS (Kratos Defense & Security Solutions $57.25, +1.07) +1.9% LITE (Lumentum Holdings $895.61, +16.33) +1.9% IREN (IREN $43.40, +0.80) +1.8% MKSI (MKS Inc $287.00, +5.12) +1.8% JHX (James Hardie Industries $30.57, +0.54) +1.8% CRDO (Credo Technology $235.41, +4.06) +1.8% KLAC (KLA $189.18, +3.32) +1.8% GFS (GlobalFoundries $48.17, +0.84) +1.7% RKLB (Rocket Lab $74.20, +1.25) +1.7% GEV (GE Vernova $982.31, +16.30) +1.7% VRT (Vertiv Holdings $269.00, +4.37) +1.6% UAL (United Airlines $113.54, +1.83) +1.6% ETN (Eaton Corp. $422.00, +6.71) -- Baird initiates outperform +1.6% NTNX (Nutanix $67.38, +1.05) +1.6% ARXS (Arxis, Inc. $54.55, +0.85) +1.6% MRNA (Moderna $135.49, +2.17) +1.6% AMAT (Applied Materials $504.21, +8.00) +1.6% FN (Fabrinet $451.90, +7.03) +1.5% CCL (Carnival $25.75, +0.38) +1.5% AMRZ (Amrize $45.28, +0.66) +1.5% GLW (Corning $153.69, +2.24) +1.5% AKAM (Akamai Technologies $111.70, +1.61) +1.4% RDDT (Reddit $152.40, +2.09) +1.4% ADI (Analog Devices $375.60, +5.36) -- BMO Capital Markets initiates outperform +1.4% STX (Seagate Technology $862.50, +12.26) +1.4% IONQ (IonQ, Inc. $42.13, +0.60) +1.3% SOFI (SoFi Technologies $18.16, +0.24) +1.3% UBER (Uber Technologies $79.60, +1.05) +1.3% AUR (Aurora Innovation $6.20, +0.08) +1.3% LUV (Southwest Airlines $40.41, +0.52) +1.3% TXN (Texas Instruments $269.02, +3.42) +1.3% AVGO (Broadcom $368.70, +4.67) -- seeking over $60B in latest AI debt deal - Bloomberg; BMO Capital Markets initiates outperform *Market cap $1B-$10B* +5.3% SGML (Sigma Lithium $11.30, +0.57) +5.0% INNV (InnovAge Holding $11.26, +0.54) -- KeyBanc upgrade +5.0% VMET (Versamet Royalties Corp. $11.02, +0.52) +4.6% LUNR (Intuitive Machines $18.76, +0.83) +4.6% UUUU (Energy Fuels $14.54, +0.64) +4.5% KEEL (Keel Infrastructure $3.52, +0.15) +4.2% ICL (ICL Group $5.75, +0.23) +3.8% ABSI (Absci Corp. $9.63, +0.35) +3.8% OUST (Ouster $39.38, +1.43) +3.7% ARIS (Aris Mining $20.93, +0.74) +3.6% AEHR (Aehr Test Systems $109.84, +3.87) +3.5% AXTI (AXT Inc $75.65, +2.53) +3.5% FCEL (FuelCell Energy $19.00, +0.64) +3.5% UEC (Uranium Energy $11.54, +0.39) +3.4% MXL (MaxLinear $67.50, +2.22) +3.4% USAR (USA Rare Earth $17.69, +0.58) +3.2% EROC (ERock, Inc. $13.42, +0.41) +3.0% BIRK (Birkenstock $35.57, +1.02) +3.0% PSN (Parsons $47.42, +1.36) -- Baird upgrade +2.9% SANA (Sana Biotechnology $3.85, +0.11) +2.8% NXE (NexGen Energy $10.51, +0.29) +2.8% BW (Babcock & Wilcox Enterprises $8.67, +0.24) +2.7% BORR (Borr Drilling $4.55, +0.12) +2.6% NUVB (Nuvation Bio $7.01, +0.18) -- Cantor Fitzgerald initiates overweight +2.5% PLAB (Photronics $31.29, +0.77) +2.4% ETOR (eToro Group $30.39, +0.72) +2.4% UMAC (Unusual Machines $26.60, +0.62) +2.4% ZYME (Zymeworks $27.20, +0.63) +2.4% LAC (Lithium Americas $3.04, +0.07) +2.4% DJT (Trump Media & Technology Group $8.71, +0.20) +2.3% BRUN (Boost Run $19.85, +0.46) +2.3% MP (MP Materials $56.32, +1.28) +2.3% KLIC (Kulicke & Soffa Industries $87.10, +1.97) +2.3% RDW (Redwire $12.04, +0.27) +2.3% ENPH (Enphase Energy $39.24, +0.88) +2.3% AVAV (AeroVironment $163.52, +3.73) +2.2% RMBS (Rambus $94.19, +2.04) +2.2% ERAS (Erasca $17.45, +0.37) +2.2% UROY (Uranium Royalty $4.24, +0.09) +2.2% NTLA (Intellia Therapeutics $12.71, +0.27) +2.1% TNGX (Tango Therapeutics $24.00, +0.49) +2.1% TE (T1 Energy $4.45, +0.09) +2.1% EMAT (Evolution Metals & Technologies Corp. $3.40, +0.07) +2.1% APLD (Applied Digital $29.24, +0.59) +2.0% QBTS (D-Wave Quantum $19.18, +0.38) -- BMO Capital Markets initiates outperform +2.0% SHAZ (SharonAI Holdings $62.09, +1.24) +2.0% RGC (Regencell Bioscience Holdings $5.55, +0.11) +2.0% TIC (TIC Solutions $9.20, +0.18) -- JPMorgan upgrade *Market cap <$1B* +431.3% RFAI (RF Acquisition Corp. II $67.64, +54.91) -- shareholders approve business combination agreement with NYB Pte. from 2-Oct-25 +74.6% HOWL (Werewolf Therapeutics $0.75, +0.32) -- asset purchase agreement with EMD Serono Research & Development Institute +10.8% LZM (Lifezone Metals $4.50, +0.44) +10.1% CYPH (Cypherpunk Technologies $1.31, +0.12) +7.8% GLSI (Greenwich LifeSciences $16.50, +1.19) +6.8% SUJA (Suja Life, Inc. $8.01, +0.51) -- restated credit agreement +6.3% CNCK (Coincheck Group NV $2.18, +0.13) +5.5% OI (O-I Glass $6.73, +0.35) -- Citi upgrade +4.8% LAR (Lithium Argentina AG $6.27, +0.29) +4.5% QMLS (QumulusAI, Inc. $5.60, +0.24) +4.3% SATL (Satellogic $5.53, +0.23) +4.2% TONX (TON Strategy $2.96, +0.12) *Bitcoin/crypto related stock rally continues; Bitcoin futures (BTC00) +5.61%* ASST +8.5%, DFDV +8.5%, BTDR +7.4%, MSTR +6.9%, BTGO +6.7%, BKKT +6.3%, FWDI +6.2%, MARA +5.5%, CRCL +5.4%, BLSH +5.0%, XXI +5.0%, HOOD +5.0%, COIN +4.7%, GLXY +4.0%, CLSK +4.0%, ABTC +4.0%, HIVE +3.5%, SBET +3.3%, BMNR +3.2%, RIOT +2.8%, GEMI +2.7%, CORZ +2.3%, FIGR +2.1%, CIFR +1.9%, WULF +1.6% *Gold/silver related stocks higher; Gold futures +1.91%* HYMC +5.4%, AU +4.9%, USAS +4.8%, THM +4.3%, VZLA +4.0%, NG +3.8%, IAG +3.7% (Jefferies initiates buy), PPTA +3.6%, EQX +3.6%, AG +3.5%, GAU +3.5%, NEWP +3.5%, MUX +3.4%, EGO +3.3% (Jefferies initiates buy), ASM +3.3%, AGI +3.3%, SCZM +3.2%, CGAU +3.2%, SVM +3.1%, HL +3.0% (Jefferies initiates hold), BTG +3.0%, GROY +2.9%, FSM +2.9%, SSRM +2.9%, KGC +2.8%, EXK +2.8%, ITRG +2.8%, CDE +2.7%, PAAS +2.7%, NEM +2.6%, TFPM +2.6%, B +2.6%, WPM +2.5%, GOLD +2.4%, RGLD +2.2%, ELE +2.2%, AEM +2.0% *Metal/mining stocks higher; SPDR Materials (XME) +2.22%* ERO +4.2%, FCX +3.9%, TGB +3.7%, TECK +3.6%, HBM +3.6%, NUE +3.6%, CLF +3.4%, SCCO +3.3%, AA +2.0% Trading Lower: *Market cap >$10B* -2.3% TEM (Tempus AI $65.09, -1.56) *Market cap $1B-$10B* -9.7% OSIS (OSI Systems $197.00, -21.09) -- earnings -5.5% FLO (Flowers Foods $6.71, -0.39) -- earnings -3.0% SAM (Boston Beer $185.17, -5.65) -- CFO departure *Market cap <$1B* -14.0% DFNS (T3 Defense $20.98, -3.42) -12.2% GYGY (Game Your Game, Inc. $1.44, -0.20) -9.1% BRLS (Borealis Foods $1.59, -0.16) -7.7% TCGX (TCGX Acquisition Corp. $13.01, -1.09) -5.2% ZSTK (ZeroStack Corp. $5.58, -0.31) -4.7% BNAI (Brand Engagement Network $14.52, -0.72) Click here to view our Gainers & Decliners page Related: AA, AAOI, ABSI, ABTC, ADI, AEHR, AEM, AG, AGI, AKAM, ALAB, ALB, AMAT, AMKR, AMRZ, APLD, ARIS, ARXS, ASM, ASST, ASTS, AU, AUR, AVAV, AVGO, AXTI, B, BE, BEKE, BIRK, BJ, BKKT, BLSH, BMNR, BNAI, BORR, BRLS, BRUN, BTDR, BTG, BTGO, BW, BWXT, CCJ, CCL, CDE, CGAU, CIFR, CLF, CLS, CLSK, CNCK, COHR, COIN, CORZ, CRCL, CRDO, CRWV, CUK, CYPH, DFDV, DFNS, DJT, DKNG, EGO, ELE, EMAT, ENPH, ENTG, EQX, ERAS, ERO, EROC, ETN, ETOR, EXK, FCEL, FCX, FIGR, FLO, FN, FPS, FSM, FWDI, GAU, GEMI, GEV, GFS, GLSI, GLW, GLXY, GOLD, GROY, GYGY, HBM, HIVE, HL, HOOD, HOWL, HUT, HYMC, IAG, ICL, INNV, IONQ, IREN, ITRG, JHX, KEEL, KGC, KLAC, KLIC, KTOS, LAC, LAR, LITE, LRCX, LUNR, LUV, LZM, MARA, MKSI, MP, MRNA, MSTR, MUX, MXL, NBIS, NEM, NEWP, NG, NTLA, NTNX, NUE, NUVB, NXE, OI, ON, OSIS, OUST, PAAS, PLAB, PPTA, PSN, QBTS, QMLS, QNT, RDDT, RDW, RFAI, RGC, RGLD, RIOT, RKLB, RMBS, ROST, SAM, SANA, SATL, SBET, SCCO, SCZM, SGML, SHAZ, SMTC, SOFI, SSRM, STX, SUJA, SVM, TCGX, TE, TECK, TEM, TFPM, TGB, THM, TIC, TNGX, TONX, TTMI, TXN, UAL, UBER, UEC, UMAC, UROY, USAR, USAS, UUUU, VMET, VRT, VZLA, WPM, WULF, XXI, ZSTK, ZYME...(more)	show story hide story
20-Aug-2026 23:12	INNV InnovAge Holding upgraded to overweight from sector weight at KeyBanc ($10.72) Firm thinks company's turnaround is complete Target is $13, 21% upside Analyst is Matthew Gillmor	show story hide story

Download StreetAccount for iOS from the App Store.
All times are in (UTC-05:00) Eastern Time (US & Canada) unless otherwise specified.
Copyright ©2026 FactSet Research Systems Inc.

Terms and Conditions Disclaimer Sitemap Privacy Policy Careers

Week \| Month \| Quarter
Start:
End:
Enter dates in mm/dd/yyyy format